Commonwealth Equity Services
AFSM icon

Commonwealth Equity Services’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Commonwealth Equity Services’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 		$208K Buy
+5,053
New +$188K ﹤0.01% 4104

Other funds holding AFSM

JJBC
James J. Burns & Company Melville, New York $924M AUM 22.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Commonwealth Equity Services's AFSM Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in First Trust Active Factor Small Cap ETF (AFSM) in Q2 2026: 5,053 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #4104 among its holdings.

38 funds tracked by Wall St. Rank hold AFSM as of Q2 2026.

  • Commonwealth Equity Services held 5,053 shares of First Trust Active Factor Small Cap ETF worth $208K as of Q2 2026.
  • First Trust Active Factor Small Cap ETF was a new Commonwealth Equity Services position in Q2 2026.
  • First Trust Active Factor Small Cap ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4104 holding.
  • 38 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.