Who Owns First Trust Active Factor Small Cap ETF (AFSM)?Hedge Fund & Institutional Holders
Institutional Holders
31
as of Q4 2025
Total Institutional Value
$3.0000002000000137e+111T
% of Float Held
—
QoQ Change in Holders
+12 / -6
Price History
AFSM — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| JPMORGAN CHASE & CO | Increased | +76K | +$2.0B |
| Ethos Financial Group, LLC | New Position | +41K | +$1.4B |
| Beacon Financial Advisory LLC | New Position | +12K | +$386.0M |
| WORLD EQUITY GROUP, INC. | New Position | +10K | +$333.0M |
| FSB PREMIER WEALTH MANAGEMENT, INC. | New Position | +9K | +$307.0M |
| James J. Burns & Company, LLC | New Position | +526K | +$17.3M |
| CWM, LLC | New Position | +336K | +$11.1M |
| IFG Advisory, LLC | Increased | +731 | +$6.5M |
| TRUIST FINANCIAL CORP | New Position | +185K | +$6.1M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +190K | +$6.0M |
| MGO ONE SEVEN LLC | New Position | +71K | +$2.3M |
| Crusonia Wealth Advisors LLC | New Position | +19K | +$618K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Increased | +4 | +$2K |
| WEDBUSH SECURITIES INC | New Position | +7K | +$0 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +17K | +$0 |
AFSM — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Closed Position | -43K | -$1.4B |
| Prospera Financial Services Inc | Closed Position | -17K | -$546.8M |
| Moors & Cabot, Inc. | Decreased | -2K | -$508.2M |
| GOLDMAN SACHS GROUP INC | Closed Position | -6K | -$200.4M |
| Tower Research Capital LLC (TRC) | Closed Position | -4K | -$125.0M |
| SMITH, MOORE & CO. | Decreased | -625 | -$19.0M |
| Founders Financial Alliance, LLC | Closed Position | -250 | -$8.2M |
| UBS Group AG | Closed Position | -154 | -$5.0M |
| Federation des caisses Desjardins du Quebec | Decreased | -50K | -$2.2M |
| Kestra Advisory Services, LLC | Decreased | -1K | -$919K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Decreased | -90 | -$57K |
| NATIONAL BANK OF CANADA /FI/ | Decreased | -36 | -$39K |
Top Institutional Holders(Q4 2025)
AFSM Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 29 | $10.3B | +7 |
| Q3 2025 | 22 | $14.4B | -2 |
| Q2 2025 | 24 | $28.0B | +3 |
| Q1 2025 | 21 | $26.4B | +3 |
| Q4 2024 | 18 | $14.2B | +8 |
| Q3 2024 | 10 | $570.8B | +1 |
| Q2 2024 | 9 | $1.1T | +4 |
| Q1 2024 | 5 | $683.1M | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 31 institutional investors hold AFSM (First Trust Active Factor Small Cap ETF). The largest holder is JPMORGAN CHASE & CO with $3.0B in shares. This quarter, 12 institutions opened new positions and 6 closed their positions.
Frequently Asked Questions
How many hedge funds own AFSM?
As of Q4 2025, 31 institutional investors report holding AFSM (First Trust Active Factor Small Cap ETF) in their 13F filings.
Who is the largest institutional holder of AFSM?
The largest institutional holder of AFSM is JPMORGAN CHASE & CO with $3.0B in shares.
Is institutional ownership of AFSM increasing or decreasing?
This quarter, 12 institutions opened new positions in AFSM and 6 closed their positions.