First Trust Active Factor SMAFSMETF
13F holders, Q1 2024 (March 31)6holders
$29.30avg. 13F price*
At the end of Q1 2024, 6 institutions reported holding First Trust Active Factor SM (AFSM) in their 13F filings. The largest holders were Prospera Financial Services Inc ($561K), Creative Financial Designs Inc. ($498K) and Independent Financial Group, LLC ($217K).
- Company
- First Trust Active Factor SM
- CUSIP
- 33740F797
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $715K |
| Exits | 3 | $1.5M |
Ownership 6 holders
| Prospera Financial Services Inc | 0.02% | Add +1.6% | 19,150 | $561K |
| Creative Financial Designs Inc. | 0.05% | New | 16,978 | $498K |
| Independent Financial Group, LLC | 0.01% | New | 7,403 | $217K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -65.1% | 5,684 | $167K |
| Osaic Holdings, Inc. | 0.00% | Add +8.9% | 699 | $20K |
| Morgan Stanley | 0.00% | New | 1 | $56 |
"% of holder's portfolio" is AFSM's weight in each manager's 13F, not the share of First Trust Active Factor SM the manager owns.