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IFP Advisors’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

IFP Advisors’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
2021
Q4 		– Sell
-1,900
Closed -$49K – 3372
2021
Q3 		$49K Buy
+1,900
New +$49.6K ﹤0.01% 1579

Other funds holding AFSM

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

IFP Advisors's AFSM Position: Q4 2021 in Review

IFP Advisors sold out of First Trust Active Factor Small Cap ETF (AFSM) in Q4 2021, closing a stake of 1,900 shares — an estimated $49K sold.

IFP Advisors first reported a position in AFSM in Q3 2021 and held it in 1 quarter. The position peaked at $49K in Q3 2021. 3 funds tracked by Wall St. Rank hold AFSM as of Q4 2021.

  • IFP Advisors reported no remaining First Trust Active Factor Small Cap ETF position as of Q4 2021 after selling out during the quarter.
  • IFP Advisors sold 1,900 First Trust Active Factor Small Cap ETF shares in Q4 2021, an estimated $49K.
  • IFP Advisors first reported a position in First Trust Active Factor Small Cap ETF in Q3 2021 and held it in 1 quarter.
  • IFP Advisors's First Trust Active Factor Small Cap ETF position peaked at $49K in Q3 2021.
  • 3 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q4 2021.

Based on IFP Advisors's 13F filing for Q4 2021, filed 12 Jan 2022.