FFA
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Founders Financial Alliance’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Founders Financial Alliance’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 		$8.21K Buy
+250
New +$8.5K ﹤0.01% 650
2025
Q4 		– Sell
-250
Closed -$8.18K – 611
2025
Q3 		$8.18K Buy
+250
New +$7.86K ﹤0.01% 622

Other funds holding AFSM

JJBC
James J. Burns & Company Melville, New York $737M AUM 17.98% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
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

Founders Financial Alliance's AFSM Position: Q1 2026 in Review

Founders Financial Alliance opened a new position in First Trust Active Factor Small Cap ETF (AFSM) in Q1 2026: 250 shares worth $8.21K. The stake represents ﹤0.01% of the portfolio and ranks #650 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in AFSM as recently as Q3 2025.

Founders Financial Alliance first reported a position in AFSM in Q3 2025 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold AFSM as of Q1 2026.

  • Founders Financial Alliance held 250 shares of First Trust Active Factor Small Cap ETF worth $8.21K as of Q1 2026.
  • First Trust Active Factor Small Cap ETF was a new Founders Financial Alliance position in Q1 2026.
  • First Trust Active Factor Small Cap ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #650 holding.
  • Founders Financial Alliance first reported a position in First Trust Active Factor Small Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.