Spire Wealth Management’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Spire Wealth 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
2022 Q2	–	Sell	-1,215	Closed	-$31K	–	2647
2022 Q1	$31K	Buy	1,215 +3	+0.2%	+$77	﹤0.01%	1624
2021 Q4	$34K	Buy	1,212 +1	+0.1%	+$27	﹤0.01%	1898
2021 Q3	$31K	Buy	1,211 +950	+364%	+$24.8K	﹤0.01%	1667
2021 Q2	$7K	Buy	+261	New	+$6.77K	﹤0.01%	2215

Other funds holding AFSM

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Spire Wealth Management sold out of First Trust Active Factor Small Cap ETF (AFSM) in Q2 2022, closing a stake of 1,215 shares — an estimated $31K sold.

Spire Wealth Management first reported a position in AFSM in Q2 2021 and held it in 4 quarters. The position peaked at $34K in Q4 2021. 4 funds tracked by Wall St. Rank hold AFSM as of Q2 2022.

Spire Wealth Management reported no remaining First Trust Active Factor Small Cap ETF position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 1,215 First Trust Active Factor Small Cap ETF shares in Q2 2022, an estimated $31K.
Spire Wealth Management first reported a position in First Trust Active Factor Small Cap ETF in Q2 2021 and held it in 4 quarters.
Spire Wealth Management's First Trust Active Factor Small Cap ETF position peaked at $34K in Q4 2021.
4 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q2 2022.

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