SWM
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Spire Wealth Management’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Spire Wealth Management’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
Q2 		– Sell
-1,325
Closed -$33K – 2646
2022
Q1 		$33K Buy
1,325
+7
+0.5% +$174 ﹤0.01% 1608
2021
Q4 		$35K Buy
1,318
+1
+0.1% +$26 ﹤0.01% 1883
2021
Q3 		$33K Buy
+1,317
New +$33.6K ﹤0.01% 1645

Other funds holding AFMC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spire Wealth Management's AFMC Position: Q2 2022 in Review

Spire Wealth Management sold out of First Trust Active Factor Mid Cap ETF (AFMC) in Q2 2022, closing a stake of 1,325 shares — an estimated $33K sold.

Spire Wealth Management first reported a position in AFMC in Q3 2021 and held it in 3 quarters. The position peaked at $35K in Q4 2021. 3 funds tracked by Wall St. Rank hold AFMC as of Q2 2022.

  • Spire Wealth Management reported no remaining First Trust Active Factor Mid Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,325 First Trust Active Factor Mid Cap ETF shares in Q2 2022, an estimated $33K.
  • Spire Wealth Management first reported a position in First Trust Active Factor Mid Cap ETF in Q3 2021 and held it in 3 quarters.
  • Spire Wealth Management's First Trust Active Factor Mid Cap ETF position peaked at $35K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.