Beacon Financial Advisory LLC First Tr Exchange Traded Fd Vi Transaction History

Beacon Financial Advisory LLC

$373 Million
Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 14,061 shares of AFSM stock, worth $446,436. This represents 0.12% of its overall portfolio holdings.

Number of Shares

14,061

Previous 76,479 81.61%

Holding current value

$446,436

Previous $2.29 Million 79.91%

% of portfolio

0.12%

Previous 0.67%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$29.62 - $33.45 $1.85 Million - $2.09 Million	-62,418 Reduced 81.61%	14,061 $459,000
Q2 2025 Jul 22, 2025	SELL	$24.81 - $29.88 $644,216 - $775,864	-25,966 Reduced 25.35%	76,479 $2.29 Million
Q1 2025 Apr 24, 2025	SELL	$26.96 - $31.29 $218,322 - $253,386	-8,098 Reduced 7.33%	102,445 $2.86 Million
Q4 2024 Jan 27, 2025	SELL	$30.04 - $33.26 $448,016 - $496,039	-14,914 Reduced 11.89%	110,543 $3.33 Million
Q3 2024 Oct 30, 2024	SELL	$27.9 - $31.02 $524,854 - $583,548	-18,812 Reduced 13.04%	125,457 $3.87 Million

Q2 2024 Jul 26, 2024	BUY	$27.09 - $29.42 $3.91 Million - $4.24 Million	144,269 New	144,269 $4.08 Million

Others Institutions Holding AFSM

# of Institutions

Shares Held

1.51M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE-TRADED FD VI

Ticker AFSM
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Beacon Financial Advisory LLC First Tr Exchange Traded Fd Vi Transaction History