Cetera Investment Advisers’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Cetera Investment Advisers’s Portfolio AFSM Stock Details AFSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.52M	Buy	85,525 +1,467	+2%	+$54.7K	﹤0.01%	1876
2026 Q1	$2.76M	Sell	84,058 -3,983	-5%	-$135K	﹤0.01%	1979
2025 Q4	$2.89M	Buy	88,041 +1,974	+2%	+$64.2K	﹤0.01%	1887
2025 Q3	$2.82M	Buy	86,067 +24,186	+39%	+$760K	﹤0.01%	1883
2025 Q2	$1.85M	Buy	61,881 +1,802	+3%	+$51K	﹤0.01%	1899
2025 Q1	$1.68M	Buy	60,079 +3,505	+6%	+$103K	﹤0.01%	1877
2024 Q4	$1.7M	Buy	+56,574	New	+$1.77M	﹤0.01%	1771
2023 Q2	–	Sell	-34,825	Closed	-$809K	–	2195
2023 Q1	$809K	Sell	34,825 -54,822	-61%	-$1.3M	0.01%	1144
2022 Q4	$2.03M	Buy	+89,647	New	+$2.05M	0.02%	708

Other funds holding AFSM

JJBC

James J. Burns & Company Melville, New York $924M AUM 22.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

Cetera Investment Advisers's AFSM Position: Q2 2026 in Review

Cetera Investment Advisers increased its First Trust Active Factor Small Cap ETF (AFSM) stake by 1.7% in Q2 2026, buying an estimated $54.7K and bringing the position to 85,525 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Cetera Investment Advisers first reported a position in AFSM in Q4 2022 and has held it in 9 quarters since. 38 funds tracked by Wall St. Rank hold AFSM as of Q2 2026.

Cetera Investment Advisers held 85,525 shares of First Trust Active Factor Small Cap ETF worth $3.52M as of Q2 2026.
Cetera Investment Advisers bought 1,467 First Trust Active Factor Small Cap ETF shares in Q2 2026, an estimated $54.7K.
First Trust Active Factor Small Cap ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1876 holding.
Cetera Investment Advisers first reported a position in First Trust Active Factor Small Cap ETF in Q4 2022 and has held it in 9 quarters since.
38 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.