World Equity Group’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

World Equity Group’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	$447K	Buy	10,873 +581	+6%	+$21.7K	0.1%	235
2026 Q1	$338K	Buy	10,292 +158	+2%	+$5.37K	0.09%	268
2025 Q4	$333K	Sell	10,134 -3,089	-23%	-$101K	0.09%	236
2025 Q3	$432K	Sell	13,223 -583	-4%	-$18.3K	0.1%	200
2025 Q2	$413K	Sell	13,806 -16,695	-55%	-$472K	0.11%	187
2025 Q1	$852K	Buy	30,501 +4,272	+16%	+$126K	0.24%	90
2024 Q4	$789K	Buy	26,229 +16,784	+178%	+$527K	0.17%	131
2024 Q3	$291K	Buy	+9,445	New	+$280K	0.11%	185

Other funds holding AFSM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

World Equity Group's AFSM Position: Q2 2026 in Review

World Equity Group increased its First Trust Active Factor Small Cap ETF (AFSM) stake by 5.6% in Q2 2026, buying an estimated $21.7K and bringing the position to 10,873 shares worth $447K. The position accounts for 0.1% of the portfolio, ranked #235.

World Equity Group first reported a position in AFSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $852K in Q1 2025. 14 funds tracked by Wall St. Rank hold AFSM as of Q2 2026.

World Equity Group held 10,873 shares of First Trust Active Factor Small Cap ETF worth $447K as of Q2 2026.
World Equity Group bought 581 First Trust Active Factor Small Cap ETF shares in Q2 2026, an estimated $21.7K.
First Trust Active Factor Small Cap ETF made up 0.1% of World Equity Group's portfolio in Q2 2026, its #235 holding.
World Equity Group first reported a position in First Trust Active Factor Small Cap ETF in Q3 2024 and has held it in 8 quarters since.
World Equity Group's First Trust Active Factor Small Cap ETF position peaked at $852K in Q1 2025.
14 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.