AFSM

First Trust Active Factor Sm

+$8.0M

Net Activity

Institutions Holding

32

Popularity Rank

#7094

Avg Weight

0.11%

Total Value

$76.1M

Ownership Trend

32 institutions currently hold AFSM, with 25 net buyers and 7 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

7

Net Buying Institutions

25

Key Holders

Key Holders

Top 5 by Value

JJ
James J. Burns & Company, LLC
$18.1M
CL
Cwm, LLC
$13.9M
EA
Envestnet Asset Management INC
$6.6M
TF
Truist Financial CORP
$6.3M
LF
LPL Financial LLC
$6.0M

Top 5 by Conviction

JJ
James J. Burns & Company, LLC
2.46%
AP
Advisortrust Partners, LLC
0.23%
CW
Crusonia Wealth Advisors LLC
0.13%
EF
Ethos Financial Group, LLC
0.11%
FP
FSB Premier Wealth Management, INC.
0.11%
View all 32 holding institutions

Quarterly Activity

Recent Activity

+$70.9M

Total Buy Value

$8.3M

Total Sell Value

New buy5
Trim4
Add20
Sold out3

25

Net Buyers

7

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST ACTIVE FACTOR SM (AFSM)?
Major stakeholders currently include James J. Burns & Company, LLC ($18.1M), Cwm, LLC ($13.9M), Envestnet Asset Management INC ($6.6M). Based on the latest 13F filings, there are a total of 32 tracked investment funds and institutions maintaining positions in AFSM.
What is the overall institutional sentiment toward AFSM recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $8.0M, driven by 25 managers accumulating shares while 7 reduced their exposure.
Which institutions have been selling or reducing their AFSM positions?
In the latest period, 4 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $8.3M.
Are there any notable investors adding AFSM to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 20 existing holders added to their shares. The total reported buy value for the quarter amounted to $70.9M.

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