Concurrent Investment Advisors’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Concurrent Investment Advisors’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 Q3	$309K	Buy	+7,897	New	+$318K	﹤0.01%	1860

Other funds holding AFSM

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Concurrent Investment Advisors's AFSM Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in First Trust Active Factor Small Cap ETF (AFSM) in Q3 2026: 7,897 shares worth $309K. The stake represents ﹤0.01% of the portfolio and ranks #1860 among its holdings.

26 funds tracked by Wall St. Rank hold AFSM as of Q3 2026.

Concurrent Investment Advisors held 7,897 shares of First Trust Active Factor Small Cap ETF worth $309K as of Q3 2026.
First Trust Active Factor Small Cap ETF was a new Concurrent Investment Advisors position in Q3 2026.
First Trust Active Factor Small Cap ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1860 holding.
26 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.