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First Tr Exchng Traded Fd Vi actv fctr smcp shares owned by James J. Burns & Company

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi actv fctr smcp (AFSM) shares owned by James J. Burns & Company from 13F filings

Historical chart of James J. Burns & Company investment in First Tr Exchng Traded Fd Vi actv fctr smcp

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi actv fctr smcp held by James J. Burns & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi actv fctr smcp by James J. Burns & Company

Quarter filed Position value Share count Share price at filing
2025-12-31 $17M 526k 32.88

More positions owned by James J. Burns & Company

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Mid Cap Etf (VO)
T Rowe Price Etf Us Equity Resear (TSPA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for James J. Burns & Company

Top funds holding First Tr Exchng Traded Fd Vi actv fctr smcp

James J. Burns & Company
CWM
Envestnet Asset Management
Branch Banking & Trust Company
Federation des caisses Desjardins du Quebec
Cetera Investment Advisers
LPL Financial
Rockport Wealth
IFG Advisory
Advisor Group Holdings
Citadel Advisors
Ethos Financial Group
Snowden Capital Advisors
Jpmorgan Chase & Co
Kestra Advisory Services

View all funds holding First Tr Exchng Traded Fd Vi actv fctr smcp