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First Trust Active Factor Small Cap ETF
AFSM

Overview Fund Activity

19 hedge funds and large institutions have $30.1M invested in First Trust Active Factor Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+8
Holders Change %
+72.73%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.64M
2
Truist Financial
Truist Financial
North Carolina
$6.61M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.37M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.7M
5
BAWC
Boyce & Associates Wealth Consulting
Texas
$1.59M

Top Sellers

1
BFA
Beacon Financial Advisory
Ohio
$3.33M
2
SWA
Stratos Wealth Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.64M +$6.64M +220,664 New
Truist Financial
2
Truist Financial
North Carolina
$6.61M +$6.61M +219,786 New
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.37M +$3.35M +111,487 +15,927%
BFA
4
Beacon Financial Advisory
Ohio
$3.33M -$449K -14,914 -12%
CSP
5
Cary Street Partners
Virginia
$1.86M +$1.86M +61,925 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.7M +$1.7M +56,574 New
BAWC
7
Boyce & Associates Wealth Consulting
Texas
$1.59M +$602K +19,997 +61%
WEG
8
World Equity Group
Illinois
$789K +$505K +16,784 +178%
SCA
9
Snowden Capital Advisors
New York
$779K +$283K +9,424 +57%
Osaic Holdings
10
Osaic Holdings
Arizona
$560K +$540K +17,962 +2,763%
PFS
11
Prospera Financial Services
Texas
$555K – – –
CFD
12
Creative Financial Designs
Indiana
$548K +$58.1K +1,932 +12%
AAS
13
Avantax Advisory Services
Texas
$489K +$489K +16,263 New
KAS
14
Kestra Advisory Services
Texas
$471K +$273K +9,066 +137%
SPC
15
Sigma Planning Corp
Michigan
$290K +$18.1K +601 +7%
SMC
16
Smith, Moore & Co
Missouri
$243K +$243K +8,075 New
MC
17
Moors & Cabot
Massachusetts
$208K +$208K +6,919 New
TRCT
18
Tower Research Capital (TRC)
New York
$83.9K +$83.9K +2,788 New
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$30.1K +$30.1K +1,000 New
SWA
20
Stratos Wealth Advisors
Ohio
– -$401K -12,994 Closed