Advisor Group’s First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF AFEM Stock Holding History

Advisor Group’s Portfolio AFEM Stock Details AFEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$328K	Sell	5,056 -215	-4%	-$13.1K	﹤0.01%	1983
2019 Q3	$305K	Sell	5,271 -114	-2%	-$6.77K	﹤0.01%	1997
2019 Q2	$332K	Sell	5,385 -81	-1%	-$4.96K	﹤0.01%	1912
2019 Q1	$342K	Sell	5,466 -123	-2%	-$7.5K	﹤0.01%	1868
2018 Q4	$312K	Sell	5,589 -821	-13%	-$47.2K	﹤0.01%	1756
2018 Q3	$400K	Sell	6,410 -24	-0.4%	-$1.54K	﹤0.01%	1634
2018 Q2	$426K	Buy	6,434 +103	+2%	+$7.39K	0.01%	1433
2018 Q1	$472K	Buy	6,331 +430	+7%	+$32.2K	0.01%	1364
2017 Q4	$416K	Buy	5,901 +2,228	+61%	+$154K	0.01%	1444
2017 Q3	$246K	Buy	3,673 +1,246	+51%	+$82.7K	﹤0.01%	1693
2017 Q2	$151K	Buy	+2,427	New	+$149K	﹤0.01%	1984

Other funds holding AFEM

RIG

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

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

WFG

Wills Financial Group Richmond, Virginia $275M AUM 24.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Advisor Group's AFEM Position: Q4 2019 in Review

Advisor Group reduced its First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF (AFEM) stake by 4.1% in Q4 2019, selling an estimated $13.1K and leaving 5,056 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Advisor Group first reported a position in AFEM in Q2 2017 and has held it in 11 quarters since. The position peaked at $472K in Q1 2018. 44 funds tracked by Wall St. Rank hold AFEM as of Q4 2019.

Advisor Group held 5,056 shares of First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF worth $328K as of Q4 2019.
Advisor Group sold 215 First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF shares in Q4 2019, an estimated $13.1K.
First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1983 holding.
Advisor Group first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF in Q2 2017 and has held it in 11 quarters since.
Advisor Group's First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position peaked at $472K in Q1 2018.
44 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.