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U.S. Capital Wealth Advisors’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

U.S. Capital Wealth Advisors’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
Q1 		$2.1M Buy
+63,919
New +$2.17M 0.05% 345

Other funds holding AFSM

JJBC
James J. Burns & Company Melville, New York $737M AUM 17.98% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

U.S. Capital Wealth Advisors's AFSM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in First Trust Active Factor Small Cap ETF (AFSM) in Q1 2026: 63,919 shares worth $2.1M. The stake represents 0.05% of the portfolio and ranks #345 among its holdings.

32 funds tracked by Wall St. Rank hold AFSM as of Q1 2026.

  • U.S. Capital Wealth Advisors held 63,919 shares of First Trust Active Factor Small Cap ETF worth $2.1M as of Q1 2026.
  • First Trust Active Factor Small Cap ETF was a new U.S. Capital Wealth Advisors position in Q1 2026.
  • First Trust Active Factor Small Cap ETF made up 0.05% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #345 holding.
  • 32 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.