CFD
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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Creative Financial Designs's AFSM Position: Q2 2026 in Review

Creative Financial Designs reduced its First Trust Active Factor Small Cap ETF (AFSM) stake by 16% in Q2 2026, selling an estimated $6.86K and leaving 970 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Creative Financial Designs first reported a position in AFSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $556K in Q3 2025. 14 funds tracked by Wall St. Rank hold AFSM as of Q2 2026.

  • Creative Financial Designs held 970 shares of First Trust Active Factor Small Cap ETF worth $39.9K as of Q2 2026.
  • Creative Financial Designs sold 184 First Trust Active Factor Small Cap ETF shares in Q2 2026, an estimated $6.86K.
  • First Trust Active Factor Small Cap ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1086 holding.
  • Creative Financial Designs first reported a position in First Trust Active Factor Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • Creative Financial Designs's First Trust Active Factor Small Cap ETF position peaked at $556K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.