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First Trust Active Factor SM (AFSM)

CUSIP: 33740F797 | NYSE | 60 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ATruist Financial Corp193,5776.9%New 5%+ stake—
13G/ATruist Financial Corp193,577
6.9% of class · —New 5%+ stake

Institutional Holders — Q3 2026

James J. Burns & Company, LLC564,852
2.4% of portfolio›$22.1M
Truist Financial Corp195,329
0.0% of portfolio›$7.7M
MGO One Seven LLC95,667
0.1% of portfolio›$3.7M
Kestra Advisory Services, LLC76,869
0.0% of portfolio›$3.0M
Advisortrust Partners, LLC24,166
0.3% of portfolio›$947.1K
Crusonia Wealth Advisors LLC17,825
0.1% of portfolio›$698.5K
Strategic Blueprint, LLC15,408
0.0% of portfolio›$603.8K
Kestra Private Wealth Services, LLC9,592
0.0% of portfolio›$375.9K
RFG Advisory, LLC8,537
0.0% of portfolio›$334.6K
Concurrent Investment Advisors, LLC7,897
0.0% of portfolio›$309.5K
Wedbush Securities Inc7,000
0.0% of portfolio›$274.0K
Independent Financial Group, LLC5,431
0.0% of portfolio›$212.8K
Sigma Planning Corp5,198
0.0% of portfolio›$203.7K
Farther Finance Advisors, LLC2,000
0.0% of portfolio›$78.4K
Creative Financial Designs Inc970
0.0% of portfolio›$38.0K
StyleTurnoverLocationFiled
James J. Burns & Company, LLC
564,852$22.1M2.4%ETFVery LowMelville, NY2026-10-22
Truist Financial Corp
195,329$7.7M0.0%CoreLowCharlotte, NC2026-10-30
MGO One Seven LLC
95,667$3.7M0.1%GrowthLowBeachwood, OH2026-10-28
Kestra Advisory Services, LLC
76,869$3.0M0.0%CoreLowAustin, TX2026-11-02
Advisortrust Partners, LLC
24,166$947.1K0.3%CoreHighRaleigh, NC2026-11-02
Crusonia Wealth Advisors LLC
17,825$698.5K0.1%ETFVery LowDenver, CO2026-10-26
Strategic Blueprint, LLC
15,408$603.8K0.0%ETFLowAtlanta, GA2026-10-22
Kestra Private Wealth Services, LLC
9,592$375.9K0.0%GrowthLowAustin, TX2026-10-30
RFG Advisory, LLC
8,537$334.6K0.0%ETFMediumBirmingham, AL2026-11-03
Concurrent Investment Advisors, LLC
7,897$309.5K0.0%GrowthMediumTampa, FL2026-10-16
Wedbush Securities Inc
7,000$274.0K0.0%CoreLowPasadena, CA2026-10-22
Independent Financial Group, LLC
5,431$212.8K0.0%GrowthLowSan Diego, CA2026-10-13
Sigma Planning Corp
5,198$203.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Farther Finance Advisors, LLC
2,000$78.4K0.0%IndexLowSan Francisco, CA2026-10-08
Creative Financial Designs Inc
970$38.0K0.0%ETFMediumKokomo, IN2026-11-04