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Laurel Wealth Advisors (California)’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio AFMC Stock Details AFMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-22,372
Closed -$596K – 733
2021
Q4 		$596K Buy
+22,372
New +$585K 0.05% 389

Other funds holding AFMC

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AFMC Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of First Trust Active Factor Mid Cap ETF (AFMC) in Q1 2022, closing a stake of 22,372 shares — an estimated $596K sold.

Laurel Wealth Advisors (California) first reported a position in AFMC in Q4 2021 and held it in 1 quarter. The position peaked at $596K in Q4 2021. 6 funds tracked by Wall St. Rank hold AFMC as of Q1 2022.

  • Laurel Wealth Advisors (California) reported no remaining First Trust Active Factor Mid Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 22,372 First Trust Active Factor Mid Cap ETF shares in Q1 2022, an estimated $596K.
  • Laurel Wealth Advisors (California) first reported a position in First Trust Active Factor Mid Cap ETF in Q4 2021 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s First Trust Active Factor Mid Cap ETF position peaked at $596K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.