IFG
AFSM icon

Independent Financial Group’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Independent Financial Group’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 		$223K Buy
+5,434
New +$203K ﹤0.01% 1414
2025
Q1 		– Sell
-7,030
Closed -$211K – 1177
2024
Q4 		$211K Sell
7,030
-212
-3% -$6.65K 0.01% 1072
2024
Q3 		$223K Sell
7,242
-161
-2% -$4.77K 0.01% 1005
2024
Q2 		$209K Hold
7,403
– – 0.01% 1011
2024
Q1 		$217K Buy
+7,403
New +$205K 0.01% 929

Other funds holding AFSM

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Independent Financial Group's AFSM Position: Q2 2026 in Review

Independent Financial Group opened a new position in First Trust Active Factor Small Cap ETF (AFSM) in Q2 2026: 5,434 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1414 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in AFSM as recently as Q4 2024.

Independent Financial Group first reported a position in AFSM in Q1 2024 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold AFSM as of Q2 2026.

  • Independent Financial Group held 5,434 shares of First Trust Active Factor Small Cap ETF worth $223K as of Q2 2026.
  • First Trust Active Factor Small Cap ETF was a new Independent Financial Group position in Q2 2026.
  • First Trust Active Factor Small Cap ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1414 holding.
  • Independent Financial Group first reported a position in First Trust Active Factor Small Cap ETF in Q1 2024 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.