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

First Trust Active Factor Small Cap ETF logo
$30.43
+0.19 (+0.63%)
(As of 12:19 PM ET)

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)
$5.11M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$658.05K
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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
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%
10/18/2024Stratos 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%
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%
11/4/2020Prospera 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 ($3.87M), Boyce & Associates Wealth Consulting Inc. ($1.01M), Tower Research Capital LLC TRC ($550K), Creative Financial Designs Inc. ADV ($502K), Stratos Wealth Advisors LLC ($401K), World Equity Group Inc. ($291K), and Prospera Financial Services Inc ($286K).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), Stratos Wealth Advisors LLC ($12.99K), Prospera Financial Services Inc ($12.66K), Tower Research Capital LLC TRC ($11.28K), World Equity Group Inc. ($9.45K), Geneos Wealth Management Inc. ($6.02K), and Boyce & Associates Wealth Consulting Inc. ($5.57K).

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

Institutional investors have bought a total of 202,240 shares in the last 24 months. This purchase volume represents approximately $5.66M 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 ($18.81K), Tower Research Capital LLC TRC ($4.82K), 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 24,340 shares in the last 24 months. This volume of shares sold represents approximately $709.75K in transactions.



This page (NYSEARCA:AFSM) was last updated on 11/4/2024 by MarketBeat.com Staff
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