Strategic Blueprint’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Strategic Blueprint’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 Q3	$604K	Buy	+15,408	New	+$620K	0.03%	415

Other funds holding AFSM

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Strategic Blueprint's AFSM Position: Q3 2026 in Review

Strategic Blueprint opened a new position in First Trust Active Factor Small Cap ETF (AFSM) in Q3 2026: 15,408 shares worth $604K. The stake represents 0.03% of the portfolio and ranks #415 among its holdings.

7 funds tracked by Wall St. Rank hold AFSM as of Q3 2026.

Strategic Blueprint held 15,408 shares of First Trust Active Factor Small Cap ETF worth $604K as of Q3 2026.
First Trust Active Factor Small Cap ETF was a new Strategic Blueprint position in Q3 2026.
First Trust Active Factor Small Cap ETF made up 0.03% of Strategic Blueprint's portfolio in Q3 2026, its #415 holding.
7 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.