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 Q3	$7.65M	Buy	195,329 +1,752	+0.9%	+$70.4K	0.01%	734
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

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

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 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

Truist Financial's AFSM Position: Q3 2026 in Review

Truist Financial increased its First Trust Active Factor Small Cap ETF (AFSM) stake by 0.91% in Q3 2026, buying an estimated $70.4K and bringing the position to 195,329 shares worth $7.65M. The position accounts for 0.01% of the portfolio, ranked #734.

Truist Financial first reported a position in AFSM in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.31M in Q3 2025. 11 funds tracked by Wall St. Rank hold AFSM as of Q3 2026.

Truist Financial held 195,329 shares of First Trust Active Factor Small Cap ETF worth $7.65M as of Q3 2026.
Truist Financial bought 1,752 First Trust Active Factor Small Cap ETF shares in Q3 2026, an estimated $70.4K.
First Trust Active Factor Small Cap ETF made up 0.01% of Truist Financial's portfolio in Q3 2026, its #734 holding.
Truist Financial first reported a position in First Trust Active Factor Small Cap ETF in Q4 2024 and has held it in 8 quarters since.
Truist Financial's First Trust Active Factor Small Cap ETF position peaked at $9.31M in Q3 2025.
11 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.