James J. Burns & Company LLC Has $18.11 Million Stake in First Trust Active Factor Small Cap ETF $AFSM

James J. Burns & Company LLC lifted its position in First Trust Active Factor Small Cap ETF (NYSEARCA:AFSM) by 4.8% in the first quarter, according to its most recent Form 13F filing with the SEC. The firm 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 about 2.5% of James J. Burns & Company LLC’s investment portfolio, making the stock its 7th biggest position. James J. Burns & Company LLC owned approximately 22.50% of First Trust Active Factor Small Cap ETF worth $18,114,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of AFSM. CWM LLC increased its holdings in First Trust Active Factor Small Cap ETF by 114.5% during the 4th quarter. CWM LLC now owns 336,481 shares of the company’s stock worth $11,064,000 after purchasing an additional 179,627 shares during the period. JPMorgan Chase & Co. lifted its holdings in shares of First Trust Active Factor Small Cap ETF by 258.3% in the 4th quarter. JPMorgan Chase & Co. now owns 106,115 shares of the company’s stock worth $3,489,000 after buying an additional 76,498 shares during the period. MGO One Seven LLC grew its position in shares of First Trust Active Factor Small Cap ETF by 555.2% during the 4th quarter. MGO One Seven LLC now owns 70,566 shares of the company’s stock worth $2,320,000 after buying an additional 59,796 shares in the last quarter. LPL Financial LLC grew its position in shares of First Trust Active Factor Small Cap ETF by 83.8% during the 4th quarter. LPL Financial LLC now owns 118,063 shares of the company’s stock worth $3,882,000 after buying an additional 53,837 shares in the last quarter. Finally, Citadel Advisors LLC bought a new position in shares of First Trust Active Factor Small Cap ETF during the 3rd quarter worth $1,418,000.

First Trust Active Factor Small Cap ETF Trading Up 0.9%

Shares of First Trust Active Factor Small Cap ETF stock opened at $39.81 on Tuesday. The stock’s fifty day moving average price is $37.44 and its 200-day moving average price is $35.11. The firm has a market cap of $99.53 million, a P/E ratio of 13.11 and a beta of 1.04. First Trust Active Factor Small Cap ETF has a 12 month low of $29.06 and a 12 month high of $39.97.

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.