(AFSM) First Trust Active Factor - Ratings and Ratios

The First Trust Active Factor Small Cap ETF (NYSE ARCA: AFSM) is an exchange-traded fund designed to provide exposure to small capitalization U.S. equities through an actively managed, rules-based investment approach. Under normal market conditions, the fund allocates at least 80% of its net assets (including investment borrowings) to U.S.-listed equity securities of small capitalization companies. These companies are defined as those with a market capitalization between $250 million and the maximum market capitalization of a widely recognized small-cap index at the time of investment. The funds strategy involves actively selecting securities based on multiple factors, aiming to enhance returns while maintaining exposure to the small-cap equity market.

Ticker Symbol: AFSM | Exchange: NYSE ARCA | Type: ETF | Country Origin: USA | ETF Category: Small Blend.

3-Month Forecast: Based on the provided data, AFSM is expected to face headwinds in the near term. The funds last price of $27.75 is below its 20-, 50-, and 200-day simple moving averages (SMA), indicating bearish momentum. With an average volume of 7,704 shares over the past 20 days, liquidity is relatively low, which could amplify volatility. The ATR of 0.42 suggests limited price movement, but the funds assets under management (AUM) of $33.42 million indicate a niche product with targeted investor interest. Given the current technical setup and macroeconomic conditions, AFSM may struggle to regain its 50-day SMA of $30.16 in the next three months without a significant catalyst.