§ EQUITY
USDAFSM
FIRST TRUST ACTIVE FACTOR SM
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
25 increased/new, 10 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| James J. Burns & Company, LLC | 551K | 2.5% | +5% |
| CWM, LLC | 423K | 0.0% | +26% |
| ENVESTNET ASSET MANAGEMENT INC | 201K | 0.0% | +6% |
| TRUIST FINANCIAL CORP | 193K | 0.0% | +4% |
| LPL Financial LLC | 182K | 0.0% | +54% |
| JPMORGAN CHASE & CO | 136K | n/a | +28% |
◇ AC INTELLIGENCE
Top institutional owners for AFSM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER84.8% · 26 holders
DEALER / BANK14.6% · 5 holders
TACTICAL / MACRO0.6% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AFSM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AFSM yet.