AFMC β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in Prosperity Financial Group, Inc.  Β·  8 quarters on record

AI Ownership Summary

Prosperity Financial Group, Inc. reported FIRST TR EXCHNG TRADED FD VI (AFMC) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.4% in 2024 Q3. The latest visible filing shows AFMC at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AFMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prosperity Financial Group, Inc.'s position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AFMC was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Prosperity Financial Group, Inc. held AFMC β€” position size vs. price
% of Fund (quarterly)    AFMC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 29,217 +737 +2.6% 0.36% $1.0M 2026-02-14 (Est.) $37.31
2025 Q3 ADDED 28,480 +1,480 +5.5% 0.36% $977K 2025-11-14 $33.19
2025 Q2 ADDED 27,000 +1,722 +6.8% 0.37% $867K 2025-07-30 $32.16
2025 Q1 ADDED 25,278 +1,486 +6.2% 0.38% $770K 2025-05-15 $31.53
2024 Q4 ADDED 23,792 +1,662 +7.5% 0.37% $751K 2025-02-07 $32.34
2024 Q3 ADDED 22,130 +2,653 +13.6% 0.40% $713K 2024-11-13 $33.29
2024 Q2 ADDED 19,477 +263 +1.4% 0.36% $568K 2024-08-14 $29.50
2024 Q1 INITIATED 19,214 β€” β€” 0.36% $582K 2024-05-15 $29.90

FAQ About Prosperity Financial Group, Inc. and AFMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Prosperity Financial Group, Inc. reported owning AFMC?

Prosperity Financial Group, Inc. reported AFMC across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported AFMC position in Prosperity Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for AFMC was 0.40% in 2024 Q3.

What is the latest reported AFMC position on this page?

The most recent filing on this page is 2025 Q4, when Prosperity Financial Group, Inc. reported 29,217 shares, equal to 0.36% of portfolio, with an estimated market value of $1.0M.

What does the chart on this AFMC ownership page compare?

The chart compares Prosperity Financial Group, Inc.'s quarterly AFMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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