AFSM — FIRST TR EXCHNG TRADED FD VI

Ownership history in CWM, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which CWM, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (AFSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q4)
Avg. % of fund
0.02%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 336,481 +179,627 +114.5% 0.03% $11.1M $32.88
2025 Q3 ADDED 156,854 +53,046 +51.1% 0.02% $5.1M $32.65
2025 Q2 INITIATED 103,808 — — 0.01% $3.1M $29.81
% of Fund (quarterly)    AFSM price (monthly, adj. close)

Other funds also holding AFSM

As of 2025 Q4 — sorted by position size

James J. Burns & Company, LLC 3Y 2.39% ADVISORTRUST PARTNERS, LLC 0.25% Ethos Financial Group, LLC 3Y 0.1% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 0.1% WORLD EQUITY GROUP, INC. 0.09% Beacon Financial Advisory LLC 3Y 0.09% IFG Advisory, LLC 3Y 7Y 0.09% MGO ONE SEVEN LLC 3Y 7Y 0.05% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.04% Snowden Capital Advisors LLC 3Y 0.03%
← Back to CWM, LLC Holdings