First Trust Active Factor Small Cap ETF (AFSM)
28.03
-0.02
(-0.06%)
USD |
NYSEARCA |
Apr 24, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.75% | 0.04% | 9.809M | 8860.00 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.85% | 59.00% | 258000.0 | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to provide capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (including investment borrowings) in U.S.-listed equity securities issued by small capitalization companies. The manager defines small capitalization companies as those that, at the time of investment, have a market capitalization between a minimum of $250 million and the maximum market capitalization of a widely recognized index of small capitalization companies based upon the composition of the index at the time of investment. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Blend |
| Category Index | Russell 2000 TR USD |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small & Mid Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| Prospectus Objective | Small Company |
| Fund Owner Firm Name | First Trust Advisors L.P. |
| Prospectus Benchmark Index | |
| Russell 2000 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Chris Peterson | 4.33 yrs |
| Daniel Lindquist | 4.33 yrs |
| David McGarel | 4.33 yrs |
| Jon Erickson | 4.33 yrs |
| Roger Testin | 4.33 yrs |
| Stan Ueland | 4.33 yrs |
| Chris Bush | 2.92 yrs |
| Erik Russo | 2.24 yrs |
Performance Versus Category
As of April 24, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 24, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to provide capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (including investment borrowings) in U.S.-listed equity securities issued by small capitalization companies. The manager defines small capitalization companies as those that, at the time of investment, have a market capitalization between a minimum of $250 million and the maximum market capitalization of a widely recognized index of small capitalization companies based upon the composition of the index at the time of investment. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Blend |
| Category Index | Russell 2000 TR USD |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small & Mid Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| Prospectus Objective | Small Company |
| Fund Owner Firm Name | First Trust Advisors L.P. |
| Prospectus Benchmark Index | |
| Russell 2000 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Chris Peterson | 4.33 yrs |
| Daniel Lindquist | 4.33 yrs |
| David McGarel | 4.33 yrs |
| Jon Erickson | 4.33 yrs |
| Roger Testin | 4.33 yrs |
| Stan Ueland | 4.33 yrs |
| Chris Bush | 2.92 yrs |
| Erik Russo | 2.24 yrs |