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AFSMAMEXMarket openCloses 4:00pm ET

First Trust Active Factor Small Cap ETF

$39.47Last updated
-$0.28 (0.70%)Past day
Timezone

First Trust Active Factor Small ETF (AMEX: AFSM) is an exchange-traded fund listed on NYSE Arca, trading at $39.47 (about ₹3,786 a unit) as of 28 Sep 2026, 1:11 PM ET. It has an expense ratio of 0.75% and holds 321 securities. Indian residents can buy AFSM through Paasa under the RBI's Liberalised Remittance Scheme.

Quote

Open:$39.47
Previous close:$39.75
Volume:6.24K

Today's low

$39.28

Today's high

$39.54

52 week low

$30.74

52 week high

$41.63

AFSM opened at $39.47, closed previously at $39.75, and has traded between $30.74 and $41.63 over the past 52 weeks.

About

First Trust Exchange-Traded Fund VIII - First Trust Active Factor Small Cap ETF is an exchange traded fund launched and managed by First Trust Advisors L.P. It invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of small-cap companies. The fund employs quantitative analysis to create its portfolio. It seeks to benchmark the performance of its portfolio against the Russell 2000 Index and the Russell 3000 Index. First Trust Exchange-Traded Fund VIII - First Trust Active Factor Small Cap ETF was formed on December 3, 2019 and is domiciled in the United States.

Issuer
First Trust
Exchange listed on
AMEX
Asset class
Small/Micro Cap Equity
Base currency
USD
Domicile
United States
Dividends
Accumulating
Launched
2019
ISIN
US33740F7978

Key statistics

Expense ratio

0.75%

Assets (AUM)

$129.1M

Holdings

321

NAV

$39.72

Avg. volume

—

1-year price change

+20.34%

5-year price change

+50.76%

Price change excludes dividends.

Top 10 holdings

1. Par Pacific Holdings, Inc.
1.2%
2. National HealthCare Corporation
1.0%
3. Eton Pharmaceuticals, Inc.
0.9%
4. Matson, Inc.
0.9%
5. Abercrombie & Fitch Co. (Class A)
0.8%
6. Teekay Tankers Ltd. (Class A)
0.8%
7. Penguin Solutions Inc.
0.8%
8. TrustCo Bank Corp NY
0.8%
9. Protagonist Therapeutics, Inc.
0.7%
10. Kiniksa Pharmaceuticals International, Plc (Class A)
0.7%

AFSM holds 321 securities in total. These 10 are 8.5% of the fund.

Where the money is invested

Sectors

Healthcare
19.8%
Technology
18.2%
Financial Services
16.3%
Industrials
13.8%
Consumer Cyclical
9.1%
Energy
7.0%

Countries

United States
90.5%
Bermuda
4.3%
United Kingdom
0.9%
Singapore
0.6%
Monaco
0.6%
Cayman Islands
0.6%

How to buy AFSM from India

Indian residents can buy AFSM units through Paasa in three steps. Funds leave India under the RBI's Liberalised Remittance Scheme and the units are held in your own name with Interactive Brokers.

  1. Open your Paasa account

    KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.

  2. Add funds from your Indian bank account

    Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit.

  3. Search AFSM and buy

    Find the fund by its ticker, AFSM, on NYSE Arca, and place your order. Fractional units are available and there is no minimum trade size, so you can buy by amount.

Read the full guide: how to invest in AFSM from India

Trading and taxes when buying AFSM from India

Trading and limits

Trading hours
9:30 am – 4:00 pm ET
LRS limit
$250,000Per financial year, under the RBI's Liberalised Remittance Scheme.

Tax for Indian residents

TCS on remittance
20%Collected by your bank on LRS remittances above ₹10 lakh in a financial year. The TCS is adjustable against your income-tax liability.Adjusting TCS against your tax
Capital gains in India
12.5% or slab rateGains on foreign ETF units held for more than 24 months are long-term and taxed at 12.5% without indexation. Gains on units held for 24 months or less are short-term and taxed at your income-tax slab rate.Capital gains explained
Dividends
ReinvestedDividends from its holdings are reinvested inside the fund, so nothing is paid out to you and there is no dividend to declare in India.
US estate tax
May applyUS-situs assets such as US-listed shares can be exposed to US estate tax for non-US persons.US estate tax calculator

Custody. Units are held in your own name at Interactive Brokers LLC and are SIPC-insured up to $500,000 in total, including $250,000 for cash.

FAQs

What is the AFSM price today?

First Trust Active Factor Small ETF (AFSM) last traded at $39.47 on NYSE Arca, as of 28 Sep 2026, 1:11 PM ET. That is ₹3,786 a unit at the 27 Sep 2026 USD/INR rate.

When does AFSM trade, in Indian time?

NYSE Arca trades 7:00 pm – 1:30 am IST, so the close lands after midnight. The window shifts to 8:00 pm – 2:30 am IST when the US is on standard time. Orders can only execute during that window.

How big is AFSM, and what does it cost to hold?

First Trust Active Factor Small ETF manages about $129.1M. Its expense ratio is 0.75% a year, deducted inside the fund. It launched in 2019.

What are AFSM's largest holdings?

The top three are Par Pacific Holdings, Inc. (1.2%), National HealthCare Corporation (1.0%) and Eton Pharmaceuticals, Inc. (0.9%). AFSM's 10 largest positions make up 8.5% of the fund.

Does AFSM pay dividends?

No. AFSM is an accumulating fund: dividends from its holdings are reinvested inside the fund, so nothing is paid out to you.

How are gains on AFSM taxed in India?

Units held for more than 24 months are long-term and taxed at 12.5% without indexation; units held for 24 months or less are taxed at your income-tax slab rate. The gain is worked out in rupees, so the currency move counts.

Can I buy fractional units of AFSM?

Yes. You can buy AFSM by amount rather than by whole unit, and there is no minimum trade size.

How has AFSM performed?

AFSM's price is up 20.3% over the past year and up 50.8% over five years. These figures are price change only and exclude dividends; past performance does not guarantee future returns.