Creative Financial Designs’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Creative Financial Designs’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	$38K	Hold	970	–	–	﹤0.01%	1186
2026 Q2	$39.9K	Sell	970 -184	-16%	-$6.86K	﹤0.01%	1086
2026 Q1	$37.9K	Sell	1,154 -15,757	-93%	-$536K	﹤0.01%	997
2025 Q4	$556K	Sell	16,911 -90	-0.5%	-$2.93K	0.04%	316
2025 Q3	$556K	Sell	17,001 -16	-0.1%	-$503	0.04%	311
2025 Q2	$508K	Buy	17,017 +535	+3%	+$15.1K	0.04%	320
2025 Q1	$461K	Sell	16,482 -1,745	-10%	-$51.5K	0.04%	300
2024 Q4	$548K	Buy	18,227 +1,932	+12%	+$60.6K	0.04%	275
2024 Q3	$502K	Sell	16,295 -713	-4%	-$21.1K	0.04%	288
2024 Q2	$481K	Buy	17,008 +30	+0.2%	+$851	0.04%	279
2024 Q1	$498K	Buy	+16,978	New	+$469K	0.05%	267

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

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

Advisortrust Partners Raleigh, North Carolina $318M AUM 23.53% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Creative Financial Designs's AFSM Position: Q3 2026 in Review

Creative Financial Designs held its First Trust Active Factor Small Cap ETF (AFSM) position steady in Q3 2026 at 970 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Creative Financial Designs first reported a position in AFSM in Q1 2024 and has held it in 11 quarters since. The position peaked at $556K in Q3 2025. 18 funds tracked by Wall St. Rank hold AFSM as of Q3 2026.

Creative Financial Designs held 970 shares of First Trust Active Factor Small Cap ETF worth $38K as of Q3 2026.
Creative Financial Designs left its First Trust Active Factor Small Cap ETF share count unchanged in Q3 2026.
First Trust Active Factor Small Cap ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q3 2026, its #1186 holding.
Creative Financial Designs first reported a position in First Trust Active Factor Small Cap ETF in Q1 2024 and has held it in 11 quarters since.
Creative Financial Designs's First Trust Active Factor Small Cap ETF position peaked at $556K in Q3 2025.
18 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q3 2026.

Based on Creative Financial Designs's 13F filing for Q3 2026, filed 4 Nov 2026.