Federation des caisses Desjardins du Quebec’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Federation des caisses Desjardins du Quebec’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	$2.59M	Buy	78,734 +1,521	+2%	+$51.7K	0.01%	654
2025 Q4	$2.54M	Sell	77,213 -50,101	-39%	-$1.63M	0.01%	653
2025 Q3	$4.16M	Buy	127,314 +5,407	+4%	+$170K	0.02%	464
2025 Q2	$3.64M	Buy	121,907 +4,730	+4%	+$134K	0.02%	466
2025 Q1	$3.27M	Buy	117,177 +4,990	+4%	+$147K	0.02%	467
2024 Q4	$3.37M	Buy	112,187 +111,487	+15,927%	+$3.5M	0.02%	450
2024 Q3	$21.6K	Buy	+700	New	+$20.7K	﹤0.01%	1645

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 $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

USCWA

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

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's AFSM Position: Q1 2026 in Review

Federation des caisses Desjardins du Quebec increased its First Trust Active Factor Small Cap ETF (AFSM) stake by 2% in Q1 2026, buying an estimated $51.7K and bringing the position to 78,734 shares worth $2.59M. The position accounts for 0.01% of the portfolio, ranked #654.

Federation des caisses Desjardins du Quebec first reported a position in AFSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.16M in Q3 2025. 32 funds tracked by Wall St. Rank hold AFSM as of Q1 2026.

Federation des caisses Desjardins du Quebec held 78,734 shares of First Trust Active Factor Small Cap ETF worth $2.59M as of Q1 2026.
Federation des caisses Desjardins du Quebec bought 1,521 First Trust Active Factor Small Cap ETF shares in Q1 2026, an estimated $51.7K.
First Trust Active Factor Small Cap ETF made up 0.01% of Federation des caisses Desjardins du Quebec's portfolio in Q1 2026, its #654 holding.
Federation des caisses Desjardins du Quebec first reported a position in First Trust Active Factor Small Cap ETF in Q3 2024 and has held it in 7 quarters since.
Federation des caisses Desjardins du Quebec's First Trust Active Factor Small Cap ETF position peaked at $4.16M in Q3 2025.
32 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q1 2026.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q1 2026, filed 14 May 2026.