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

$30.87 -0.28 (-0.90%)
Closing price 01/31/2025 04:10 PM Eastern
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$30.87 0.00 (0.00%)
As of 01/31/2025 06:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Active Factor Small Cap ETF (NYSEARCA:AFSM)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$12.16M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.05M
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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
1/31/2025Truist 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%
10/30/2024World Equity Group Inc.9,445$291K0.1%N/A2.699%
10/28/2024Creative Financial Designs Inc. ADV16,295$502K0.0%-4.2%4.656%
10/18/2024 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%
11/14/2023Tower 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%
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%
10/22/2021 Spire Wealth Management1,211$31K0.0%+364.0%1.211%
10/6/2021IFP Advisors Inc1,900$49K0.0%N/A1.900%
2/12/2021Prospera Financial Services Inc12,163$269K0.0%+149.4%12.163%
(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, 9 institutional investors and hedge funds held shares of First Trust Active Factor Small Cap ETF. The most heavily invested institutionals were Truist Financial Corp ($6.61M), Beacon Financial Advisory LLC ($3.33M), Boyce & Associates Wealth Consulting Inc. ($1.59M), Tower Research Capital LLC TRC ($550K), Creative Financial Designs Inc. ADV ($502K), Stratos Wealth Advisors LLC ($401K), and World Equity Group Inc. ($291K).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: Truist Financial Corp ($219.79K), Beacon Financial Advisory LLC ($144.27K), Boyce & Associates Wealth Consulting Inc. ($25.57K), Stratos Wealth Advisors LLC ($12.99K), Prospera Financial Services Inc ($12.66K), Tower Research Capital LLC TRC ($11.28K), and World Equity Group Inc. ($9.45K).

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

Institutional investors have bought a total of 442,023 shares in the last 24 months. This purchase volume represents approximately $12.87M 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 ($33.73K), Tower Research Capital LLC TRC ($2.33K), and Creative Financial Designs Inc. ADV ($713.00).

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

Institutional investors have sold a total of 36,769 shares in the last 24 months. This volume of shares sold represents approximately $1.11M in transactions.



This page (NYSEARCA:AFSM) was last updated on 2/1/2025 by MarketBeat.com Staff
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