First Trust Active Factor Small Cap ETF
AFSM
12 hedge funds and large institutions have $7.9M invested in First Trust Active Factor Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
9% more funds holding
Funds holding: 11 → 12 (+1)
3% more capital invested
Capital invested by funds: $7.63M → $7.9M (+$265K)
16.21% less ownership
Funds ownership: 67.45% → 51.24% (-16%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Snowden Capital Advisors
New York
|
+$488K |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$385K |
| 3 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$280K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$196K |
| 5 |
BAWC
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
+$165K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.28M |
| 2 |
BFA
Beacon Financial Advisory
Cleveland,
Ohio
|
-$557K |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$21.1K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$13.8K |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
-$4.77K |
AFSM Hedge Fund Activity: Q3 2024 in Review
12 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Small Cap ETF (AFSM) for Q3 2024, worth a combined $7.9M — up 3.5% from $7.63M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AFSM positions and 4 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Snowden Capital Advisors, opening a new position worth an estimated $488K. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $1.28M sold.
- 12 institutional investors held First Trust Active Factor Small Cap ETF (AFSM) as of Q3 2024, up from 11 in Q2 2024.
- Funds reported $7.9M of First Trust Active Factor Small Cap ETF stock for Q3 2024, up 3.5% quarter-over-quarter.
- 5 funds opened new First Trust Active Factor Small Cap ETF positions in Q3 2024 and 4 closed out, a net change of +1 holder.
- The largest First Trust Active Factor Small Cap ETF buyer in Q3 2024 was Snowden Capital Advisors, an estimated $488K added.
- The largest First Trust Active Factor Small Cap ETF seller in Q3 2024 was Tower Research Capital (TRC), an estimated $1.28M sold.
Based on aggregated 13F filings for Q3 2024.