First Trust Active Factor Small Cap ETF (AFSM) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for AFSM. 13F holdings as of 2026-06-30.
In 13F filings for the quarter ended June 30, 2026, 38 institutions reported holding AFSM, with 2.2 million shares worth $89.3 million in aggregate.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| James J. Burns & Company | 557,503 | $23M | INCREASED |
| Lpl Financial | 276,705 | $11M | INCREASED |
| Envestnet Asset Management | 200,060 | $8M | DECREASED |
| Truist Financial | 193,577 | $8M | INCREASED |
| JPMorgan Chase | 136,071 | $6M | DECREASED |
Full institutional holdings, insider history, and congressional trades for First Trust Active Factor Small Cap ETF on SentiSense.