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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
Q2 		$733K Sell
17,824
-977
-5% -$36.4K 0.12% 123
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 $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

Crusonia Wealth Advisors's AFSM Position: Q2 2026 in Review

Crusonia Wealth Advisors reduced its First Trust Active Factor Small Cap ETF (AFSM) stake by 5.2% in Q2 2026, selling an estimated $36.4K and leaving 17,824 shares worth $733K. The position accounts for 0.12% of the portfolio, ranked #123.

Crusonia Wealth Advisors first reported a position in AFSM in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold AFSM as of Q2 2026.

  • Crusonia Wealth Advisors held 17,824 shares of First Trust Active Factor Small Cap ETF worth $733K as of Q2 2026.
  • Crusonia Wealth Advisors sold 977 First Trust Active Factor Small Cap ETF shares in Q2 2026, an estimated $36.4K.
  • First Trust Active Factor Small Cap ETF made up 0.12% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • Crusonia Wealth Advisors first reported a position in First Trust Active Factor Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.