Boyce & Associates Wealth Consulting’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Boyce & Associates Wealth Consulting’s Portfolio AFSM Stock Details AFSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-30,626	Closed	-$856K	–	71
2025 Q1	$856K	Sell	30,626 -22,198	-42%	-$655K	0.86%	25
2024 Q4	$1.59M	Buy	52,824 +19,997	+61%	+$627K	1.61%	14
2024 Q3	$1.01M	Buy	32,827 +5,569	+20%	+$165K	1.05%	16
2024 Q2	$771K	Buy	+27,258	New	+$773K	0.91%	23

Other funds holding AFSM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BFA

Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Boyce & Associates Wealth Consulting's AFSM Position: Q2 2025 in Review

Boyce & Associates Wealth Consulting sold out of First Trust Active Factor Small Cap ETF (AFSM) in Q2 2025, closing a stake of 30,626 shares — an estimated $856K sold.

Boyce & Associates Wealth Consulting first reported a position in AFSM in Q2 2024 and held it in 4 quarters. The position peaked at $1.59M in Q4 2024. 26 funds tracked by Wall St. Rank hold AFSM as of Q2 2025.

Boyce & Associates Wealth Consulting reported no remaining First Trust Active Factor Small Cap ETF position as of Q2 2025 after selling out during the quarter.
Boyce & Associates Wealth Consulting sold 30,626 First Trust Active Factor Small Cap ETF shares in Q2 2025, an estimated $856K.
Boyce & Associates Wealth Consulting first reported a position in First Trust Active Factor Small Cap ETF in Q2 2024 and held it in 4 quarters.
Boyce & Associates Wealth Consulting's First Trust Active Factor Small Cap ETF position peaked at $1.59M in Q4 2024.
26 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q2 2025.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.