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

Peterson Wealth 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
2020
Q2 		– Sell
-16,326
Closed -$223K – 47
2020
Q1 		$223K Buy
+16,326
New +$298K 0.14% 49

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Peterson Wealth Advisors's AFSM Position: Q2 2020 in Review

Peterson Wealth Advisors sold out of First Trust Active Factor Small Cap ETF (AFSM) in Q2 2020, closing a stake of 16,326 shares — an estimated $223K sold.

Peterson Wealth Advisors first reported a position in AFSM in Q1 2020 and held it in 1 quarter. The position peaked at $223K in Q1 2020. 1 fund tracked by Wall St. Rank holds AFSM as of Q2 2020.

  • Peterson Wealth Advisors reported no remaining First Trust Active Factor Small Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Peterson Wealth Advisors sold 16,326 First Trust Active Factor Small Cap ETF shares in Q2 2020, an estimated $223K.
  • Peterson Wealth Advisors first reported a position in First Trust Active Factor Small Cap ETF in Q1 2020 and held it in 1 quarter.
  • Peterson Wealth Advisors's First Trust Active Factor Small Cap ETF position peaked at $223K in Q1 2020.
  • 1 fund tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q2 2020.

Based on Peterson Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.