Beacon Financial Advisory LLC
Position in AFSM — First Trust Active Factor Small Cap ETF
CIK 1800502
Cleveland, OH
All Filings in AFSM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 AFSM | $386,175 | 11,745 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 AFSM | $459,893 | 14,061 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 AFSM | $2,285,116 | 76,479 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 AFSM | $2,863,030 | 102,445 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 AFSM | $3,325,133 | 110,543 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 AFSM | $3,867,964 | 125,457 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 AFSM | $4,081,658 | 144,269 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||