Peterson Wealth Advisors, LLC First Tr Exchange Traded Fd Vi Transaction History

Peterson Wealth Advisors, LLC

$482 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 20, 2020	SELL	$12.48 - $17.93 $203,748 - $292,725	-16,326 Closed	0 $0
Q1 2020 Apr 21, 2020	BUY	$11.8 - $20.91 $192,646 - $341,376	16,326 New	16,326 $223,000

Others Institutions Holding AFSM

# of Institutions

21

Shares Held

984K

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

221K
Shares

$6.77 Million
0.0% of portfolio
Truist Financial Corp

220K
Shares

$6.74 Million
0.01% of portfolio
Federation Des Caisses Desjardins Du Quebec Levis, A8

112K
Shares

$3.44 Million
0.02% of portfolio
Beacon Financial Advisory LLC

111K
Shares

$3.39 Million
1.19% of portfolio
Cary Street Partners Financial LLC Richmond, VA

61.9K
Shares

$1.9 Million
0.06% of portfolio

About FIRST TR EXCHANGE-TRADED FD VI

Ticker AFSM
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