Crusonia Wealth Advisors’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Crusonia Wealth 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 Q1	$618K	Buy	18,801 +2	+0%	+$68	0.13%	106
2025 Q4	$618K	Buy	+18,799	New	+$612K	0.14%	101

Other funds holding AFSM

JJBC

James J. Burns & Company Melville, New York $737M AUM 17.98% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Crusonia Wealth Advisors's AFSM Position: Q1 2026 in Review

Crusonia Wealth Advisors increased its First Trust Active Factor Small Cap ETF (AFSM) stake by 0.01% in Q1 2026, buying an estimated $68 and bringing the position to 18,801 shares worth $618K. The position accounts for 0.13% of the portfolio, ranked #106.

Crusonia Wealth Advisors first reported a position in AFSM in Q4 2025 and has held it in 2 quarters since. The position peaked at $618K in Q4 2025. 32 funds tracked by Wall St. Rank hold AFSM as of Q1 2026.

Crusonia Wealth Advisors held 18,801 shares of First Trust Active Factor Small Cap ETF worth $618K as of Q1 2026.
Crusonia Wealth Advisors bought 2 First Trust Active Factor Small Cap ETF shares in Q1 2026, an estimated $68.
First Trust Active Factor Small Cap ETF made up 0.13% of Crusonia Wealth Advisors's portfolio in Q1 2026, its #106 holding.
Crusonia Wealth Advisors first reported a position in First Trust Active Factor Small Cap ETF in Q4 2025 and has held it in 2 quarters since.
Crusonia Wealth Advisors's First Trust Active Factor Small Cap ETF position peaked at $618K in Q4 2025.
32 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q1 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.