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

Truist Financial’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	$7.96M	Buy	193,577 +489	+0.3%	+$18.2K	0.01%	722
2026 Q1	$6.34M	Buy	193,088 +7,921	+4%	+$269K	0.01%	761
2025 Q4	$6.09M	Sell	185,167 -99,383	-35%	-$3.23M	0.01%	772
2025 Q3	$9.31M	Buy	284,550 +7,868	+3%	+$247K	0.01%	638
2025 Q2	$8.27M	Buy	276,682 +33,714	+14%	+$954K	0.01%	648
2025 Q1	$6.79M	Buy	242,968 +23,182	+11%	+$684K	0.01%	701
2024 Q4	$6.61M	Buy	+219,786	New	+$6.9M	0.01%	712

Other funds holding AFSM

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

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

Truist Financial's AFSM Position: Q2 2026 in Review

Truist Financial increased its First Trust Active Factor Small Cap ETF (AFSM) stake by 0.25% in Q2 2026, buying an estimated $18.2K and bringing the position to 193,577 shares worth $7.96M. The position accounts for 0.01% of the portfolio, ranked #722.

Truist Financial first reported a position in AFSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.31M in Q3 2025. 13 funds tracked by Wall St. Rank hold AFSM as of Q2 2026.

Truist Financial held 193,577 shares of First Trust Active Factor Small Cap ETF worth $7.96M as of Q2 2026.
Truist Financial bought 489 First Trust Active Factor Small Cap ETF shares in Q2 2026, an estimated $18.2K.
First Trust Active Factor Small Cap ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #722 holding.
Truist Financial first reported a position in First Trust Active Factor Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
Truist Financial's First Trust Active Factor Small Cap ETF position peaked at $9.31M in Q3 2025.
13 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.