IAIM
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International Assets Investment Management’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

International Assets Investment Management’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
2024
Q3 		– Sell
-487
Closed -$13.8K – 1822
2024
Q2 		$13.8K Buy
+487
New +$13.8K ﹤0.01% 1576

Other funds holding AFSM

BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

International Assets Investment Management's AFSM Position: Q3 2024 in Review

International Assets Investment Management sold out of First Trust Active Factor Small Cap ETF (AFSM) in Q3 2024, closing a stake of 487 shares — an estimated $13.8K sold.

International Assets Investment Management first reported a position in AFSM in Q2 2024 and held it in 1 quarter. The position peaked at $13.8K in Q2 2024. 12 funds tracked by Wall St. Rank hold AFSM as of Q3 2024.

  • International Assets Investment Management reported no remaining First Trust Active Factor Small Cap ETF position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 487 First Trust Active Factor Small Cap ETF shares in Q3 2024, an estimated $13.8K.
  • International Assets Investment Management first reported a position in First Trust Active Factor Small Cap ETF in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's First Trust Active Factor Small Cap ETF position peaked at $13.8K in Q2 2024.
  • 12 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.