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 Q3	–	Sell	-10,873	Closed	-$447K	–	259
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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

World Equity Group's AFSM Position: Q3 2026 in Review

World Equity Group sold out of First Trust Active Factor Small Cap ETF (AFSM) in Q3 2026, closing a stake of 10,873 shares — an estimated $447K sold.

World Equity Group first reported a position in AFSM in Q3 2024 and held it in 8 quarters. The position peaked at $852K in Q1 2025. 11 funds tracked by Wall St. Rank hold AFSM as of Q3 2026.

World Equity Group reported no remaining First Trust Active Factor Small Cap ETF position as of Q3 2026 after selling out during the quarter.
World Equity Group sold 10,873 First Trust Active Factor Small Cap ETF shares in Q3 2026, an estimated $447K.
World Equity Group first reported a position in First Trust Active Factor Small Cap ETF in Q3 2024 and held it in 8 quarters.
World Equity Group's First Trust Active Factor Small Cap ETF position peaked at $852K in Q1 2025.
11 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.