Small Blend · NYSE ARCA · USD · Data as of 2026-07-30
AUM
$114.97M
Expense ratio
0.75%
Yield
0.49%
YTD return
+25.36%
Last price
$39.48
Broad Equity · Coverage 100% · medium
Today
53.3
Outlook
50.2
Block A (composite-derived)
48.5
Block C (market behavior)
55.9
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
48.5
Coverage 100% · high
Liquidity
34.2
Expenses
45.0
Performance
53.2
Volatility
20.3
Dividend
11.9
Concentration
85.0
Smart Money
62.1
Activist
97.4
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
First Trust Active Factor Small Cap ETF (AFSM) is an exchange-traded fund from First Trust in the Mixed asset class. Launched in 2019. Assets under management: 94,018,448.
Bullish Whales composite rating: 49 out of 100. Evidence coverage 100% across 8 of 8 axes. Strongest axes: activist exposure, concentration, smart-money flow.
Annualized one-year realized volatility 18%, classified moderate. Weakest axes: dividend, volatility.
Top-10 weight 0%, diversified, led by BE. Trailing yield 0%.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, dividend_score, smart_money_score, volatility_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yThe First Trust Active Factor SM Fund is an actively managed exchange-traded fund (ETF) that focuses on employing a multi-factor investment strategy. Its primary purpose is to optimize investment returns by leveraging a dynamic factor-based approach, analyzing factors such as value, momentum, quality, and volatility. This fund aims to capitalize on varying market conditions by adjusting its allocations based on these factors, providing investors with a diversified exposure across different asset classes and sectors. A distinctive feature of this fund is its active management style, which sets it apart from passive index-tracking funds. The fund's management team conducts thorough research and analysis to identify the most favorable factors to invest in, aiming to drive performance over time. It impacts a wide range of industries by selectively investing in companies that exhibit strong fundamentals and potential for growth based on their factor characteristics. In the broader financial market, the First Trust Active Factor SM Fund plays a pivotal role for investors seeking a sophisticated and adaptable growth strategy. Its active factor approach allows it to respond to market trends and changes, offering opportunities for enhanced risk-adjusted returns.
30-day change
$16.48M
90-day change
—
Current AUM: $114,968,848. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for AFSM are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.