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AFSM FIRST TR EXCHNG TRADED FD VI

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ACTV FCTR SMCP (fund)

31 managers (32 13F filers) reported a position in AFSM shares at 2026-03-31, 2,319,474 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
31
13F filers
32
New
5
Added
20
Reduced
4
Sold out
3
Shares held by filers
2,319,474

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
James J. Burns & Company, LLC551,235$18.1M2.46%+25,40613F-HRTimeline
CWM, LLCin group CWM, LLC422,615$13.9M0.04%+86,13413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC200,984$6.6M<0.01%+11,30713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP193,088$6.34M0.01%+7,92113F-HRTimelineGroup
LPL Financial LLC182,365$5.99M<0.01%+64,30213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO136,237$4.34M<0.01%+30,12213F-HR/ATimelineGroup
Cetera Investment Advisers84,058$2.76M<0.01%-3,98313F-HRTimeline
Federation des caisses Desjardins du Qu…78,734$2.59M0.01%+1,52113F-HRTimeline
MGO ONE SEVEN LLC73,518$2.42M0.05%+2,95213F-HRTimeline
U.S. Capital Wealth Advisors, LLC63,919$2.1M0.05%new13F-HRTimeline
Snowden Capital Advisors LLC50,189$1.65M0.04%+10,95213F-HRTimeline
Ethos Financial Group, LLC45,344$1.49M0.11%+4,21313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,126$1.48M<0.01%-9,80713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding37,251$1.22M+1,248Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…29,686$975K0.03%new13F-HRTimelineGroup
Crusonia Wealth Advisors LLC18,801$618K0.13%+213F-HRTimeline
ADVISORTRUST PARTNERS, LLC17,162$564K0.23%013F-HRTimeline
Moors & Cabot, Inc.16,682$548K0.02%+3,01413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,125$464K<0.01%new13F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.10,651$350K0.11%+1,28513F-HRTimeline
WORLD EQUITY GROUP, INC.10,292$338K0.09%+15813F-HRTimeline
SMITH, MOORE & CO.9,971$328K0.02%+1,17913F-HRTimeline
WEDBUSH SECURITIES INC7,000$230K0.01%013F-HRTimeline
RFG Advisory, LLC6,875$226K<0.01%new13F-HRTimeline
Arkadios Wealth Advisors6,296$207K<0.01%+2413F-HRTimeline
Farther Finance Advisors, LLC3,123$104K<0.01%+1,12313F-HRTimeline
HARBOUR INVESTMENTS, INC.1,215$39.9K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,154$37.9K<0.01%-15,75713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,118$36.7K<0.01%-5213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY410$13.5K<0.01%+40913F-HRTimelineGroup
Founders Financial Alliance, LLC250$8.21K<0.01%new13F-HRTimeline