AFSM icon

First Trust Active Factor Small Cap ETF
AFSM

Overview Fund Activity

26 hedge funds and large institutions have $36.8M invested in First Trust Active Factor Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$3.1M
2
IA
2
IFG Advisory
Georgia
$1.75M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.49M
4
LPL Financial
4
LPL Financial
California
$1.66M
5
Truist Financial
5
Truist Financial
North Carolina
$8.27M

Top Sellers

1
CSP
1
Cary Street Partners
Virginia
$0
2
BAWC
2
Boyce & Associates Wealth Consulting
Texas
$0
3
BFA
3
Beacon Financial Advisory
Ohio
$2.29M
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
WEG
5
World Equity Group
Illinois
$413K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$51 +$51 +1 New
CSP
27
Cary Street Partners
Virginia
– -$1.66M -59,481 Closed
BAWC
28
Boyce & Associates Wealth Consulting
Texas
– -$856K -30,626 Closed
TRCT
29
Tower Research Capital (TRC)
New York
– -$633K -22,647 Closed
GWM
30
Geneos Wealth Management
Colorado
– -$328K -11,750 Closed
1
2