First Trust Active Factor Small Cap ETF (AFSM) Institutional Ownership $30.37 +0.17 (+0.56%) As of 02:15 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for First Trust Active Factor Small Cap ETF (NYSEARCA:AFSM)Number ofInstitutional Buyers(last 12 months)20TotalInstitutional Inflows(last 12 months)$26.88MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$2.82M Get AFSM Insider Trade Alerts Want to know when executives and insiders are buying or selling First Trust Active Factor Small Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data AFSM Institutional Buying and Selling by Quarter First Trust Active Factor Small Cap ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails7/22/2025 Beacon Financial Advisory LLC76,479$2.29M0.6%-25.3%5.883% 7/18/2025 Truist Financial Corp276,682$8.27M0.0%+13.9%22.135% 7/11/2025 Farther Finance Advisors LLC2,000$60K0.0%N/A0.160% 5/21/2025Geneos Wealth Management Inc.5,875$164K0.0%N/A0.511% 5/15/2025Federation des caisses Desjardins du Quebec117,177$3.28M0.0%+4.4%10.189% 5/9/2025Cary Street Partners Financial LLC59,481$1.66M0.1%-3.9%5.407% 5/8/2025Moors & Cabot Inc.13,923$389K0.0%+101.2%1.266% 5/8/2025Harbour Investments Inc.1,215$34K0.0%N/A0.110% 5/6/2025Cetera Investment Advisers60,079$1.68M0.0%+6.2%5.462% 5/2/2025 Boyce & Associates Wealth Consulting Inc.30,626$856K0.9%-42.0%2.784% Get the Latest News and Ratings for AFSM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for First Trust Active Factor Small Cap ETF and its competitors with MarketBeat's FREE daily newsletter. 5/2/2025Sigma Planning Corp8,546$239K0.0%-11.4%0.777% 4/29/2025Envestnet Asset Management Inc.248,780$6.95M0.0%+12.7%22.616% 4/24/2025 Beacon Financial Advisory LLC102,445$2.86M0.9%-7.3%9.313% 4/23/2025Creative Financial Designs Inc. ADV16,482$461K0.0%-9.6%1.498% 4/22/2025 World Equity Group Inc.30,501$852K0.2%+16.3%2.773% 2/17/2025Snowden Capital Advisors LLC25,909$779K0.0%+57.2%7.403% 2/17/2025Cetera Investment Advisers56,574$1.70M0.0%N/A16.164% 2/17/2025Cary Street Partners Financial LLC61,925$1.86M0.1%N/A17.693% 2/14/2025Tower Research Capital LLC TRC2,788$84K0.0%N/A0.797% 2/13/2025Envestnet Asset Management Inc.220,664$6.64M0.0%N/A63.046% 2/13/2025Smith Moore & CO.8,075$243K0.0%N/A2.307% 2/12/2025National Bank of Canada FI1,000$30K0.0%N/A0.286% 2/10/2025Creative Financial Designs Inc. ADV18,227$548K0.0%+11.9%5.208% 2/10/2025Avantax Advisory Services Inc.16,263$489K0.0%N/A4.647% 2/7/2025Moors & Cabot Inc.6,919$208K0.0%N/A1.977% 2/4/2025 World Equity Group Inc.26,229$789K0.2%+177.7%7.494% 2/3/2025Sigma Planning Corp9,646$290K0.0%+6.6%2.756% 1/31/2025 Truist Financial Corp219,786$6.61M0.0%N/A62.796% 1/27/2025 Beacon Financial Advisory LLC110,543$3.33M1.1%-11.9%31.584% 1/13/2025 Boyce & Associates Wealth Consulting Inc.52,824$1.59M1.6%+60.9%15.092% 10/30/2024 Beacon Financial Advisory LLC125,457$3.87M1.3%-13.0%35.845% 10/30/2024 World Equity Group Inc.9,445$291K0.1%N/A2.699% 10/28/2024Creative Financial Designs Inc. ADV16,295$502K0.0%-4.2%4.656% 10/18/2024Stratos Wealth Advisors LLC12,994$401K0.0%N/A3.713% 10/8/2024 Boyce & Associates Wealth Consulting Inc.32,827$1.01M1.1%+20.4%9.379% 7/26/2024 Beacon Financial Advisory LLC144,269$4.08M1.5%N/A41.219% 1/26/2024Geneos Wealth Management Inc.6,020$165K0.0%N/A4.013% 11/14/2023Tower Research Capital LLC TRC22,860$550K0.0%-9.2%15.240% 5/9/2023Tower Research Capital LLC TRC47,512$1.10M0.0%+31.1%31.675% 2/8/2023Prospera Financial Services Inc12,660$286K0.0%N/A5.064% A grave, grave error. (Ad)I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again. Here’s the full story for you.11/10/2022Tower Research Capital LLC TRC17,962$374K0.0%-12.2%11.975% 8/8/2022Prospera Financial Services Inc7,584$165K0.0%-39.1%7.584% 10/22/2021Spire Wealth Management1,211$31K0.0%+364.0%1.211% 10/6/2021IFP Advisors Inc1,900$49K0.0%N/A1.900% (Data available from 1/1/2016 forward) AFSM Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of AFSM shares? During the previous two years, 21 institutional investors and hedge funds held shares of First Trust Active Factor Small Cap ETF. The most heavily invested institutionals were Truist Financial Corp ($8.27M), Envestnet Asset Management Inc. ($6.95M), Federation des caisses Desjardins du Quebec ($3.28M), CWM LLC ($3.10M), Beacon Financial Advisory LLC ($2.29M), Cetera Investment Advisers ($1.68M), and Cary Street Partners Financial LLC ($1.66M).Learn more on First Trust Active Factor Small Cap ETF's institutional investors. Which institutional investors have been buying First Trust Active Factor Small Cap ETF's stock? Of the 21 institutional investors that purchased First Trust Active Factor Small Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Truist Financial Corp ($253.50K), Envestnet Asset Management Inc. ($248.78K), Beacon Financial Advisory LLC ($144.27K), CWM LLC ($103.81K), Cary Street Partners Financial LLC ($61.93K), Cetera Investment Advisers ($60.08K), and World Equity Group Inc. ($30.50K). How much institutional buying is happening at First Trust Active Factor Small Cap ETF? Institutional investors have bought a total of 1,009,508 shares in the last 24 months. This purchase volume represents approximately $29.98M in transactions. Which of First Trust Active Factor Small Cap ETF's major shareholders have been selling company stock? The following institutional investors have sold First Trust Active Factor Small Cap ETF stock in the last 24 months: Beacon Financial Advisory LLC ($67.79K), Boyce & Associates Wealth Consulting Inc. ($22.20K), Creative Financial Designs Inc. ADV ($2.46K), Cary Street Partners Financial LLC ($2.44K), and Sigma Planning Corp ($1.10K). How much institutional selling is happening at First Trust Active Factor Small Cap ETF? Institutional investors have sold a total of 95,990 shares in the last 24 months. This volume of shares sold represents approximately $2.82M in transactions. 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