IFG Advisory’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

IFG Advisory’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	–	Sell	-61,679	Closed	-$2.03M	–	346
2025 Q4	$2.03M	Buy	61,679 +731	+1%	+$23.8K	0.09%	239
2025 Q3	$1.99M	Buy	60,948 +2,447	+4%	+$76.9K	0.09%	238
2025 Q2	$1.75M	Buy	+58,501	New	+$1.66M	0.09%	244

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

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 $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

IFG Advisory's AFSM Position: Q1 2026 in Review

IFG Advisory sold out of First Trust Active Factor Small Cap ETF (AFSM) in Q1 2026, closing a stake of 61,679 shares — an estimated $2.03M sold.

IFG Advisory first reported a position in AFSM in Q2 2025 and held it in 3 quarters. The position peaked at $2.03M in Q4 2025. 32 funds tracked by Wall St. Rank hold AFSM as of Q1 2026.

IFG Advisory reported no remaining First Trust Active Factor Small Cap ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 61,679 First Trust Active Factor Small Cap ETF shares in Q1 2026, an estimated $2.03M.
IFG Advisory first reported a position in First Trust Active Factor Small Cap ETF in Q2 2025 and held it in 3 quarters.
IFG Advisory's First Trust Active Factor Small Cap ETF position peaked at $2.03M in Q4 2025.
32 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.