Number of Shares
163,088.00
Current Holdings Value*
$5.24 Mil
% of Portfolio
1.43%
Total Estimate Gain
$342,357.75
% of Total Estimate Gain
6.81%

WORLD EQUITY GROUP, INC.'s First Trust Active Factor Mid Cap ETF Holding Summary

As of 2025-06-30, WORLD EQUITY GROUP, INC. held 163,088.00 shares of First Trust Active Factor Mid Cap ETF(AFMC), totaling $5.24 Mil. This investment constitutes 1.43% of their stock portfolio, and WORLD EQUITY GROUP, INC. now holds 6.66% of the outstanding First Trust Active Factor Mid Cap ETF(AFMC) stock.

The initial trade took place in 2024Q3. And since then WORLD EQUITY GROUP, INC. has made 4 purchases of AFMC, at an average price of $30.84, for a total of 163,088.00 shares. Based on historical transaction data and AFMC's current price of $32.94, WORLD EQUITY GROUP, INC.'s estimated gain on his AFMC holdings is $342,357.75, reflecting a 6.81% gain to date.

WORLD EQUITY GROUP, INC. AFMC ($32.94) Holding Chart

WORLD EQUITY GROUP, INC. AFMC ($32.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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