Fund Description |
The First Trust Active Factor Small Cap ETF 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 Fund is actively managed primarily relying on a multi-factor quantitative methodology with active risk management to construct a portfolio of securities exhibiting exposures to one or more investing factors. The multi-factor quantitative methodology currently used by the Fund may take into account the following factors: (i) value; (ii) momentum; (iii) quality; and (iv) low volatility. |
Fund Profile |
Fund Name |
First Trust Active Factor Small Cap ETF |
Fund Exchange Ticker |
AFSM |
Fund Sponsor |
First Trust |
Fund ISIN |
US33740F7978 |
Net Expense Ratio |
0.77 % |
Fund Inception Date |
3 December 2019 |
Fund Legal Structure |
ETF (Open end fund) |
Exchange |
NYSE Arca |
Listing Country Code |
US |
Fund Investment Objective |
ETF Type Specific |
US Equities - Factor & Thematic |
Asset Class |
Equities (Stocks) |
Index Linked |
Active |
Index Name |
Not Applicable |
Index Provider |
Not Applicable |
Currency Hedged |
No |
Inverse / Leveraged |
Not Applicable |
Developed / Emerging |
Developed Market Funds |
Market Capitalization Range |
Small Cap |
Growth Value |
Core / Blend |
Continent |
North America |
Key Statistics |
Return As of Date |
26 January 2021 |
Asset Under Management |
2.43 Million (USD) |
1 Month Total Return |
8.27 % |
Year To Date Return |
9.72 % |
1 Year Total Return |
20.62 % |
3 Year Annualized Total Return |
|
NAV |
24.27 |
Share Outstanding |
100,002 |