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

Stratos 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
2024
Q4 		– Sell
-12,994
Closed -$401K – 713
2024
Q3 		$401K Buy
+12,994
New +$385K 0.02% 547

Other funds holding AFSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stratos Wealth Advisors's AFSM Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of First Trust Active Factor Small Cap ETF (AFSM) in Q4 2024, closing a stake of 12,994 shares — an estimated $401K sold.

Stratos Wealth Advisors first reported a position in AFSM in Q3 2024 and held it in 1 quarter. The position peaked at $401K in Q3 2024. 20 funds tracked by Wall St. Rank hold AFSM as of Q4 2024.

  • Stratos Wealth Advisors reported no remaining First Trust Active Factor Small Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 12,994 First Trust Active Factor Small Cap ETF shares in Q4 2024, an estimated $401K.
  • Stratos Wealth Advisors first reported a position in First Trust Active Factor Small Cap ETF in Q3 2024 and held it in 1 quarter.
  • Stratos Wealth Advisors's First Trust Active Factor Small Cap ETF position peaked at $401K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.