First Trust Active Factor Small Cap ETF (AFSM) Institutional Ownership $28.61 -0.07 (-0.24%) As of 05/23/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for First Trust Active Factor Small Cap ETF (NYSEARCA:AFSM)Number ofInstitutional Buyers(last 12 months)19TotalInstitutional Inflows(last 12 months)$25.82MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$2.05M 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 CompanyDetails5/21/2025 Geneos Wealth Management Inc.5,875$164K0.0%N/A0.511% 5/15/2025 Federation des caisses Desjardins du Quebec117,177$3.28M0.0%+4.4%10.189% 5/9/2025 Cary Street Partners Financial LLC59,481$1.66M0.1%-3.9%5.407% 5/8/2025 Moors & Cabot Inc.13,923$389K0.0%+101.2%1.266% 5/8/2025 Harbour Investments Inc.1,215$34K0.0%N/A0.110% 5/6/2025 Cetera 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% 5/2/2025 Sigma Planning Corp8,546$239K0.0%-11.4%0.777% 4/29/2025 Envestnet 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% 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. 4/23/2025 Creative 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% 2/17/2025 Snowden Capital Advisors LLC25,909$779K0.0%+57.2%7.403% 2/17/2025 Cetera Investment Advisers56,574$1.70M0.0%N/A16.164% 2/17/2025 Cary Street Partners Financial LLC61,925$1.86M0.1%N/A17.693% 2/14/2025 Tower Research Capital LLC TRC2,788$84K0.0%N/A0.797% 2/13/2025 Envestnet Asset Management Inc.220,664$6.64M0.0%N/A63.046% 2/13/2025 Smith Moore & CO.8,075$243K0.0%N/A2.307% 2/12/2025 National Bank of Canada FI1,000$30K0.0%N/A0.286% 2/10/2025 Creative Financial Designs Inc. ADV18,227$548K0.0%+11.9%5.208% 2/10/2025 Avantax Advisory Services Inc.16,263$489K0.0%N/A4.647% 2/7/2025 Moors & Cabot Inc.6,919$208K0.0%N/A1.977% 2/4/2025 World Equity Group Inc.26,229$789K0.2%+177.7%7.494% 2/3/2025 Sigma 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% 10/28/2024 Creative Financial Designs Inc. ADV16,295$502K0.0%-4.2%4.656% 10/18/2024 Stratos 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% 1/26/2024 Geneos Wealth Management Inc.6,020$165K0.0%N/A4.013% 11/14/2023 Tower Research Capital LLC TRC22,860$550K0.0%-9.2%15.240% 5/9/2023 Tower Research Capital LLC TRC47,512$1.10M0.0%+31.1%31.675% 2/8/2023 Prospera Financial Services Inc12,660$286K0.0%N/A5.064% 11/10/2022 Tower Research Capital LLC TRC17,962$374K0.0%-12.2%11.975% 8/8/2022 Prospera Financial Services Inc7,584$165K0.0%-39.1%7.584% 10/22/2021 Spire Wealth Management1,211$31K0.0%+364.0%1.211% Buffett’s $325 Billion Cash Problem — Solved by Gold? (Ad)A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most investors are still asleep… but not for long. Garrett Goggin’s latest research reveals how you can “front-run” the greatest investor alive by positioning in four small miners sitting on up to 100X potential upside. When this hits the news — it’ll be too late. Discover how you could front-run Buffett’s gold move with Garrett’s Top Four picks.10/6/2021 IFP 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, 19 institutional investors and hedge funds held shares of First Trust Active Factor Small Cap ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($6.95M), Truist Financial Corp ($6.61M), Federation des caisses Desjardins du Quebec ($3.28M), Beacon Financial Advisory LLC ($2.86M), Cetera Investment Advisers ($1.68M), Cary Street Partners Financial LLC ($1.66M), and Boyce & Associates Wealth Consulting Inc. ($856K).Learn more on AFSM's institutional investors. Which institutional investors have been buying First Trust Active Factor Small Cap ETF stock? Of the 19 institutional investors that purchased First Trust Active Factor Small Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($248.78K), Truist Financial Corp ($219.79K), Beacon Financial Advisory LLC ($144.27K), Cary Street Partners Financial LLC ($61.93K), Cetera Investment Advisers ($60.08K), World Equity Group Inc. ($30.50K), and Boyce & Associates Wealth Consulting Inc. ($25.57K). How much institutional buying is happening at First Trust Active Factor Small Cap ETF? Institutional investors have bought a total of 876,006 shares in the last 24 months. This purchase volume represents approximately $25.98M in transactions. Which First Trust Active Factor Small Cap ETF 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 ($41.82K), Boyce & Associates Wealth Consulting Inc. ($22.20K), Creative Financial Designs Inc. ADV ($2.46K), Cary Street Partners Financial LLC ($2.44K), Tower Research Capital LLC TRC ($2.33K), 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 72,354 shares in the last 24 months. This volume of shares sold represents approximately $2.10M in transactions. Related Companies Hartford Multifactor Small Cap ETF Major Shareholders Calamos Russell 2000 Structured Alt Protection ETF - October Major Shareholders Small Cap US Equity Select ETF Major Shareholders X-trackers Harvest CSI 500 China-A Shares Small Cap Fund Major Shareholders ProShares Ultra SmallCap600 Major Shareholders FundX Aggressive ETF Major Shareholders Avantis Emerging Markets Small Cap Equity ETF Major Shareholders VictoryShares US Discovery Enhanced Volatility Wtd ETF Major Shareholders ProShares UltraShort Russell 2000 Major Shareholders First Trust Multi-Manager Small Cap Opportunities ETF Major Shareholders This page (NYSEARCA:AFSM) was last updated on 5/24/2025 by MarketBeat.com Staff From Our PartnersBuffett’s $325 Billion Cash Problem — Solved by Gold?A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. 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