Key stats
About First Trust Active Factor Small Cap ETF
Expense ratio
0.75%
Home page
Inception date
Dec 3, 2019
AFSM constructs its portfolio by using multiple investing factors to screen US companies in the small-cap space. The fund aims to provide capital appreciation by investing in securities exhibiting exposures to (i) value, (ii) momentum, (iii) quality, and (iv) low volatility. Being actively managed, AFSM is able to provide flexibility to alter the investing factors used in the portfolio construction in response to changes in market conditions, emergent academic research or other considerations, in addition to managing risk exposure.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Health Technology
Producer Manufacturing
Stocks99.24%
Finance18.04%
Health Technology11.34%
Producer Manufacturing10.49%
Technology Services9.72%
Retail Trade6.02%
Transportation5.53%
Electronic Technology4.73%
Commercial Services4.48%
Energy Minerals4.33%
Industrial Services4.11%
Consumer Durables3.94%
Distribution Services3.87%
Health Services3.11%
Consumer Non-Durables2.76%
Process Industries2.66%
Consumer Services2.19%
Utilities1.17%
Non-Energy Minerals0.73%
Bonds, Cash & Other0.76%
Miscellaneous0.59%
Mutual fund0.17%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history