Cwm LLC Grows Stock Position in First Trust Active Factor Small Cap ETF $AFSM

Cwm LLC increased its position in shares of First Trust Active Factor Small Cap ETF (NYSEARCA:AFSM) by 114.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 336,481 shares of the company’s stock after buying an additional 179,627 shares during the quarter. Cwm LLC owned about 15.65% of First Trust Active Factor Small Cap ETF worth $11,064,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. FSB Premier Wealth Management Inc. purchased a new stake in shares of First Trust Active Factor Small Cap ETF during the 3rd quarter valued at approximately $267,000. Kestra Private Wealth Services LLC raised its position in shares of First Trust Active Factor Small Cap ETF by 14.9% during the 3rd quarter. Kestra Private Wealth Services LLC now owns 9,136 shares of the company’s stock valued at $299,000 after buying an additional 1,184 shares during the period. Smith Moore & CO. raised its position in shares of First Trust Active Factor Small Cap ETF by 7.7% during the 3rd quarter. Smith Moore & CO. now owns 9,417 shares of the company’s stock valued at $308,000 after buying an additional 672 shares during the period. MGO One Seven LLC purchased a new stake in shares of First Trust Active Factor Small Cap ETF during the 3rd quarter valued at approximately $352,000. Finally, JPMorgan Chase & Co. purchased a new stake in shares of First Trust Active Factor Small Cap ETF during the 3rd quarter valued at approximately $969,000.

First Trust Active Factor Small Cap ETF Stock Performance

AFSM stock opened at $36.17 on Monday. The firm has a market cap of $88.62 million, a PE ratio of 13.11 and a beta of 1.02. The firm’s 50 day moving average price is $33.96 and its 200-day moving average price is $33.38. First Trust Active Factor Small Cap ETF has a one year low of $25.64 and a one year high of $36.40.

First Trust Active Factor Small Cap ETF Profile

The First Trust Active Factor Small Cap ETF (AFSM) is an exchange-traded fund that mostly invests in small-cap stocks. The fund is an actively managed portfolio of US small-cap companies that exhibit exposure to one or more investing factors. AFSM was launched on Dec 3, 2019 and is managed by First Trust.