First Trust Active Factor Small Cap ETF
AFSM
4 hedge funds and large institutions have $644K invested in First Trust Active Factor Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
4.26% less ownership
Funds ownership: 33.89% → 29.63% (-4.3%)
26% less capital invested
Capital invested by funds: $869K → $644K (-$225K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$36.5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.81K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.19K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$116K |
| 2 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$31K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
1
Tower Research Capital (TRC)
New York
| $444K | +$36.5K | +1,539 | +8% |
|
|
PFS
2
Prospera Financial Services
Dallas,
Texas
| $165K | -$116K | -4,876 | -39% |
|
|
3
UBS Group
Zurich,
Switzerland
| $34K | +$5.81K | +245 | +19% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $1K | +$1.19K | +50 | New |
|
|
SWM
5
Spire Wealth Management
Mclean,
Virginia
| – | -$31K | -1,215 | Closed |
|
AFSM Hedge Fund Activity: Q2 2022 in Review
4 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Small Cap ETF (AFSM) for Q2 2022, worth a combined $644K — down 26% from $869K a quarter earlier.
Fund positioning in AFSM was balanced in Q2 2022: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Tower Research Capital (TRC), adding an estimated $36.5K. The largest seller was Prospera Financial Services, cutting an estimated $116K.
- 4 institutional investors held First Trust Active Factor Small Cap ETF (AFSM) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $644K of First Trust Active Factor Small Cap ETF stock for Q2 2022, down 26% quarter-over-quarter.
- 1 fund opened new First Trust Active Factor Small Cap ETF positions in Q2 2022 and 1 closed out, a net change of 0 holders.
- The largest First Trust Active Factor Small Cap ETF buyer in Q2 2022 was Tower Research Capital (TRC), an estimated $36.5K added.
- The largest First Trust Active Factor Small Cap ETF seller in Q2 2022 was Prospera Financial Services, an estimated $116K sold.
Based on aggregated 13F filings for Q2 2022.