FFA
AFSM icon

Farther Finance Advisors’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Farther Finance 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 		$800K Buy
19,455
+16,332
+523% +$609K 0.01% 1236
2026
Q1 		$104K Buy
3,123
+1,123
+56% +$38.2K ﹤0.01% 2487
2025
Q4 		$65.8K Hold
2,000
– – ﹤0.01% 2633
2025
Q3 		$65.4K Hold
2,000
– – ﹤0.01% 2294
2025
Q2 		$59.8K Buy
+2,000
New +$56.6K ﹤0.01% 2047

Other funds holding AFSM

WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Farther Finance Advisors's AFSM Position: Q2 2026 in Review

Farther Finance Advisors increased its First Trust Active Factor Small Cap ETF (AFSM) stake by 523% in Q2 2026, buying an estimated $609K and bringing the position to 19,455 shares worth $800K. The position accounts for 0.01% of the portfolio, ranked #1236.

Farther Finance Advisors first reported a position in AFSM in Q2 2025 and has held it in 5 quarters since. 5 funds tracked by Wall St. Rank hold AFSM as of Q2 2026.

  • Farther Finance Advisors held 19,455 shares of First Trust Active Factor Small Cap ETF worth $800K as of Q2 2026.
  • Farther Finance Advisors bought 16,332 First Trust Active Factor Small Cap ETF shares in Q2 2026, an estimated $609K.
  • First Trust Active Factor Small Cap ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1236 holding.
  • Farther Finance Advisors first reported a position in First Trust Active Factor Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 5 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.