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First Trust Active Factor Small Cap ETF (AFSM) Institutional Ownership

$30.68
-0.29 (-0.94%)
(As of 09/20/2024 ET)

Institutional Ownership Changes (13F Filings) for First Trust Active Factor Small Cap ETF (NYSEARCA:AFSM)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$4.25M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$56.10K
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AFSM Institutional Buying and Selling by Quarter

First Trust Active Factor Small Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
10/6/2021 IFP Advisors Inc1,900$49K0.0%N/A1.900%
2/12/2021 Prospera Financial Services Inc12,163$269K0.0%+149.4%12.163%
11/4/2020 Prospera Financial Services Inc4,876$88K0.0%N/A4.876%
(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, the following institutional investors and hedge funds held shares of First Trust Active Factor Small Cap ETF shares: Beacon Financial Advisory LLC ($4.08M), Tower Research Capital LLC TRC ($550K), and Prospera Financial Services Inc ($286K), Geneos Wealth Management Inc. ($165K).Learn more on AFSM's institutional investors.

Which institutional investors have been buying First Trust Active Factor Small Cap ETF stock?

The following institutional investors have purchased First Trust Active Factor Small Cap ETF stock in the last 24 months: Beacon Financial Advisory LLC ($144.27K), Prospera Financial Services Inc ($12.66K), Tower Research Capital LLC TRC ($11.28K), and Geneos Wealth Management Inc. ($6.02K).

How much institutional buying is happening at First Trust Active Factor Small Cap ETF?

Institutional investors have bought a total of 174,232 shares in the last 24 months. This purchase volume represents approximately $4.79M 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: Tower Research Capital LLC TRC ($4.82K).

How much institutional selling is happening at First Trust Active Factor Small Cap ETF?

Institutional investors have sold a total of 4,815 shares in the last 24 months. This volume of shares sold represents approximately $107.80K in transactions.



This page (NYSEARCA:AFSM) was last updated on 9/20/2024 by MarketBeat.com Staff
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