FFA
AFSM icon

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
Q2 		$10.3K Hold
250
– – ﹤0.01% 689
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 $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

Founders Financial Alliance's AFSM Position: Q2 2026 in Review

Founders Financial Alliance held its First Trust Active Factor Small Cap ETF (AFSM) position steady in Q2 2026 at 250 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Founders Financial Alliance first reported a position in AFSM in Q3 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold AFSM as of Q2 2026.

  • Founders Financial Alliance held 250 shares of First Trust Active Factor Small Cap ETF worth $10.3K as of Q2 2026.
  • Founders Financial Alliance left its First Trust Active Factor Small Cap ETF share count unchanged in Q2 2026.
  • First Trust Active Factor Small Cap ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #689 holding.
  • Founders Financial Alliance first reported a position in First Trust Active Factor Small Cap ETF in Q3 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 Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.