EdgeMarketInstruments › AFSM

AFSM — First Trust Active Factor Small Cap ETF

US equity
40.76 +0.94% today
USD · as of 2026-08-21

Price · 2024-08-26 → 2026-08-21

499 daily closes shown
52w low 30.74 · high 41.55

Anonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2019-12-04.

Performance

1 day+0.94%
1 week-1.85%
1 month+2.48%
3 months+8.69%
6 months+16.75%
Year to date+23.63%
1 year+30.61%
3 years+64.23%
5 years+55.01%

Technicals

RSI 1451.2
vs 50-day avg+1.34%
vs 200-day avg+13.37%
Volatility 1y18.2%
Max drawdown 1y-9.67%
Avg volume 30d19.0K
Daily bars held1,687
History from2019-12-04

Dividends

Yield (trailing 12m)0.50%
Paid last 12m0.2018
Payments in 12m4
Paying since2019-12-13

Largest institutional holders

managervalueshares
James J. Burns & Company, LLC18.1M551.2K
CWM, LLC13.9M422.6K
ENVESTNET ASSET MANAGEMENT INC6.6M201.0K
TRUIST FINANCIAL CORP6.3M193.1K
LPL Financial LLC6.0M182.4K
JPMORGAN CHASE & CO4.3M136.2K
Cetera Investment Advisers2.8M84.1K
Federation des caisses Desjardins du Quebec2.6M78.7K
MGO ONE SEVEN LLC2.4M73.5K
U.S. Capital Wealth Advisors, LLC2.1M63.9K

13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →

Short selling

Avg short volume, 90d38.6% of tape
Days observed61

This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →

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