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

Beacon Financial Advisory LLC

$344 Million
Q2 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 76,479 shares of AFSM stock, worth $2.51 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

76,479

Previous 102,445 25.35%

Holding current value

$2.51 Million

Previous $2.86 Million 20.19%

% of portfolio

0.67%

Previous 0.96%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1.23M

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