Kestra Private Wealth Services’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Kestra Private Wealth Services’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	$396K	Buy	9,646 +504	+6%	+$18.8K	﹤0.01%	1370
2026 Q1	$300K	Buy	9,142 +2	+0%	+$68	﹤0.01%	1453
2025 Q4	$301K	Buy	9,140 +4	+0%	+$130	﹤0.01%	1420
2025 Q3	$299K	Buy	9,136 +1,184	+15%	+$37.2K	﹤0.01%	1364
2025 Q2	$238K	Buy	+7,952	New	+$225K	﹤0.01%	1421

Other funds holding AFSM

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Kestra Private Wealth Services's AFSM Position: Q2 2026 in Review

Kestra Private Wealth Services increased its First Trust Active Factor Small Cap ETF (AFSM) stake by 5.5% in Q2 2026, buying an estimated $18.8K and bringing the position to 9,646 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Kestra Private Wealth Services first reported a position in AFSM in Q2 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold AFSM as of Q2 2026.

Kestra Private Wealth Services held 9,646 shares of First Trust Active Factor Small Cap ETF worth $396K as of Q2 2026.
Kestra Private Wealth Services bought 504 First Trust Active Factor Small Cap ETF shares in Q2 2026, an estimated $18.8K.
First Trust Active Factor Small Cap ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1370 holding.
Kestra Private Wealth Services first reported a position in First Trust Active Factor Small Cap ETF in Q2 2025 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 Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.