PFS
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Prospera Financial Services’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Prospera Financial 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 		$220K Buy
+5,348
New +$199K ﹤0.01% 1362
2025
Q4 		– Sell
-16,718
Closed -$547K – 1361
2025
Q3 		$547K Hold
16,718
– – 0.01% 902
2025
Q2 		$500K Hold
16,718
– – 0.01% 906
2025
Q1 		$467K Sell
16,718
-1,732
-9% -$51.1K 0.01% 804
2024
Q4 		$555K Hold
18,450
– – 0.01% 711
2024
Q3 		$569K Hold
18,450
– – 0.01% 680
2024
Q2 		$522K Sell
18,450
-700
-4% -$19.9K 0.01% 696
2024
Q1 		$561K Buy
19,150
+300
+2% +$8.29K 0.02% 671
2023
Q4 		$516K Hold
18,850
– – 0.02% 652
2023
Q3 		$454K Hold
18,850
– – 0.02% 648
2023
Q2 		$467K Buy
18,850
+307
+2% +$7.16K 0.02% 641
2023
Q1 		$431K Buy
18,543
+5,883
+46% +$140K 0.02% 658
2022
Q4 		$286K Buy
+12,660
New +$289K 0.01% 727
2022
Q3 		– Sell
-7,584
Closed -$165K – 846
2022
Q2 		$165K Sell
7,584
-4,876
-39% -$116K 0.01% 779
2022
Q1 		$320K Buy
12,460
+297
+2% +$7.6K 0.01% 727
2021
Q4 		$337K Hold
12,163
– – 0.01% 677
2021
Q3 		$315K Hold
12,163
– – 0.02% 648
2021
Q2 		$324K Hold
12,163
– – 0.02% 637
2021
Q1 		$305K Hold
12,163
– – 0.02% 610
2020
Q4 		$269K Buy
12,163
+7,287
+149% +$147K 0.02% 564
2020
Q3 		$88K Buy
+4,876
New +$86.8K 0.03% 441

Other funds holding AFSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

Prospera Financial Services's AFSM Position: Q2 2026 in Review

Prospera Financial Services opened a new position in First Trust Active Factor Small Cap ETF (AFSM) in Q2 2026: 5,348 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1362 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in AFSM as recently as Q3 2025.

Prospera Financial Services first reported a position in AFSM in Q3 2020 and has held it in 21 quarters since. The position peaked at $569K in Q3 2024. 14 funds tracked by Wall St. Rank hold AFSM as of Q2 2026.

  • Prospera Financial Services held 5,348 shares of First Trust Active Factor Small Cap ETF worth $220K as of Q2 2026.
  • First Trust Active Factor Small Cap ETF was a new Prospera Financial Services position in Q2 2026.
  • First Trust Active Factor Small Cap ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1362 holding.
  • Prospera Financial Services first reported a position in First Trust Active Factor Small Cap ETF in Q3 2020 and has held it in 21 quarters since.
  • Prospera Financial Services's First Trust Active Factor Small Cap ETF position peaked at $569K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q2 2026.

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