First Trust Active Factor Small Cap ETF $AFSM is James J. Burns & Company LLC’s 7th Largest Position

James J. Burns & Company LLC increased its holdings in shares of First Trust Active Factor Small Cap ETF (NYSEARCA:AFSM) by 4.8% during the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 551,235 shares of the company’s stock after purchasing an additional 25,406 shares during the period. First Trust Active Factor Small Cap ETF accounts for 2.5% of James J. Burns & Company LLC’s holdings, making the stock its 7th biggest holding. James J. Burns & Company LLC owned about 0.22% of First Trust Active Factor Small Cap ETF worth $18,114,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of AFSM. Snowden Capital Advisors LLC raised its stake in First Trust Active Factor Small Cap ETF by 2.0% in the second quarter. Snowden Capital Advisors LLC now owns 33,009 shares of the company’s stock worth $986,000 after buying an additional 648 shares in the last quarter. JPMorgan Chase & Co. purchased a new stake in First Trust Active Factor Small Cap ETF during the third quarter worth $969,000. IFG Advisory LLC lifted its holdings in First Trust Active Factor Small Cap ETF by 4.2% during the third quarter. IFG Advisory LLC now owns 60,948 shares of the company’s stock worth $1,993,000 after buying an additional 2,447 shares during the period. Smith Moore & CO. boosted its position in 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 acquiring an additional 672 shares in the last quarter. Finally, Citadel Advisors LLC bought a new stake in First Trust Active Factor Small Cap ETF during the 3rd quarter valued at $1,418,000.

First Trust Active Factor Small Cap ETF Trading Up 0.9%

Shares of NYSEARCA:AFSM opened at $39.81 on Tuesday. First Trust Active Factor Small Cap ETF has a 12-month low of $29.06 and a 12-month high of $39.97. The business’s fifty day simple moving average is $37.44 and its 200-day simple moving average is $35.11. The company has a market capitalization of $99.53 million, a PE ratio of 13.11 and a beta of 1.04.

First Trust Active Factor Small Cap ETF Company 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.