Symbols

AFSM

First Trust Active Factor Small Cap ETF·ARCA

--(--)

Key Stats

Assets Under Management

77.90MUSD

Fund Flow (1Y)

39.81MUSD

Dividend Yield

0.58%

Discount / Premium to NAV

0.08%

Shares Outstanding

2.35M

Expense Ratio

0.75%

About First Trust Active Factor Small Cap ETF

Issuer

First Trust Advisors L.P.

Brand

First Trust

Home Page

https://www.ftportfolios.com/Retail/Etf/EtfSummary.aspx?Ticker=AFSM

Inception Date

Dec 3, 2019

Structure

Open-Ended Fund

Index Tracked

Management Style

Active

Dividend Treatment

Distributes

Distribution Tax Treatment

Qualified dividends

Income Tax Type

Capital Gains

Max ST Capital Gains Rate

39.60%

Max LT Capital Gains Rate

20.00%

Primary Advisor

First Trust Advisors LP

Distributor

First Trust Portfolios LP

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.