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AFSM FIRST TR EXCHNG TRADED FD VI

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ACTV FCTR SMCP (fund)

22 managers (22 13F filers) reported a position in AFSM shares at 2025-03-31, 1,081,961 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
22
New
3
Added
12
Reduced
6
Sold out
2
Shares held by filers
1,081,961

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC248,780$6.95M<0.01%+28,11613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP242,968$6.79M0.01%+23,18213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…117,177$3.27M0.02%+4,99013F-HRTimeline
Beacon Financial Advisory LLC102,445$2.86M0.87%-8,09813F-HRTimeline
Cetera Investment Advisers60,079$1.68M<0.01%+3,50513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…59,481$1.66M0.05%-2,44413F-HRTimelineGroup
Snowden Capital Advisors LLC32,361$904K0.03%+6,45213F-HRTimeline
Boyce & Associates Wealth Consulting, I…30,626$856K0.86%-22,19813F-HRTimeline
WORLD EQUITY GROUP, INC.30,501$852K0.24%+4,27213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,744$636K<0.01%+4,13213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22,647$633K0.02%+19,85913F-HRTimelineGroup
LPL Financial LLC21,451$599K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,876$500K<0.01%+2,21213F-HRTimelineGroup
Prospera Financial Services Inc16,718$467K0.01%-1,73213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV16,482$461K0.04%-1,74513F-HRTimeline
Moors & Cabot, Inc.13,923$389K0.02%+7,00413F-HRTimeline
SMITH, MOORE & CO.8,860$248K0.02%+78513F-HRTimeline
Sigma Planning Corp8,546$239K0.01%-1,10013F-HRTimeline
Geneos Wealth Management Inc.5,875$164K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,215$34K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,206$33.6K<0.01%+20613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.