BFA
Beacon Financial Advisory’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Sell |
76,479
-25,966
| -25% | -$776K | 0.59% | 29 |
|
|
2025
Q1 | $2.86M | Sell |
102,445
-8,098
| -7% | -$226K | 0.87% | 22 |
|
|
2024
Q4 | $3.33M | Sell |
110,543
-14,914
| -12% | -$449K | 1.08% | 15 |
|
|
2024
Q3 | $3.87M | Sell |
125,457
-18,812
| -13% | -$580K | 1.32% | 12 |
|
|
2024
Q2 | $4.08M | Buy |
+144,269
| New | +$4.08M | 1.52% | 11 |
|