Accel Wealth Management’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Accel Wealth Management’s Portfolio AFDM Stock Details AFDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-328	Closed	-$18.4K	–	698
2023 Q1	$18.4K	Hold	328	–	–	0.01%	741
2022 Q4	$17.4K	Hold	328	–	–	0.01%	586
2022 Q3	$16K	Hold	328	–	–	0.01%	624
2022 Q2	$17K	Hold	328	–	–	0.01%	593
2022 Q1	$22K	Hold	328	–	–	0.01%	535
2021 Q4	$24K	Hold	328	–	–	0.01%	535
2021 Q3	$23K	Hold	328	–	–	0.01%	473
2021 Q2	$23K	Hold	328	–	–	0.02%	511
2021 Q1	$21K	Hold	328	–	–	0.02%	494
2020 Q4	$21K	Buy	+328	New	+$19.6K	0.02%	480

Other funds holding AFDM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Accel Wealth Management's AFDM Position: Q2 2023 in Review

Accel Wealth Management sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q2 2023, closing a stake of 328 shares — an estimated $18.4K sold.

Accel Wealth Management first reported a position in AFDM in Q4 2020 and held it in 10 quarters. The position peaked at $24K in Q4 2021. 44 funds tracked by Wall St. Rank hold AFDM as of Q2 2023.

Accel Wealth Management reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 328 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2023, an estimated $18.4K.
Accel Wealth Management first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $24K in Q4 2021.
44 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.