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Wedbush Securities’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Wedbush Securities’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 		$230K Hold
7,000
– – 0.01% 1042
2025
Q4 		$230K Buy
+7,000
New +$228K 0.01% 1025

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
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Wedbush Securities's AFSM Position: Q1 2026 in Review

Wedbush Securities held its First Trust Active Factor Small Cap ETF (AFSM) position steady in Q1 2026 at 7,000 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #1042.

Wedbush Securities first reported a position in AFSM in Q4 2025 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold AFSM as of Q1 2026.

  • Wedbush Securities held 7,000 shares of First Trust Active Factor Small Cap ETF worth $230K as of Q1 2026.
  • Wedbush Securities left its First Trust Active Factor Small Cap ETF share count unchanged in Q1 2026.
  • First Trust Active Factor Small Cap ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #1042 holding.
  • Wedbush Securities first reported a position in First Trust Active Factor Small Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.