Advisory Services Network’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Advisory Services Network’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
2026 Q2	–	Sell	-76	Closed	-$6.24K	–	4093
2026 Q1	$6.24K	Buy	+76	New	+$6.4K	﹤0.01%	3760
2025 Q4	–	Sell	-76	Closed	-$5.83K	–	3724
2025 Q3	$5.83K	Buy	+76	New	+$5.7K	﹤0.01%	3476
2024 Q1	–	Sell	-41	Closed	-$2.51K	–	3186
2023 Q4	$2.51K	Buy	+41	New	+$2.33K	﹤0.01%	3337
2023 Q2	–	Sell	-93	Closed	-$5.23K	–	3167
2023 Q1	$5.23K	Sell	93 -278	-75%	-$15.3K	﹤0.01%	3136
2022 Q4	$19.7K	Buy	+371	New	+$19K	﹤0.01%	2483
2021 Q3	–	Sell	-371	Closed	-$26K	–	2827
2021 Q2	$26K	Buy	+371	New	+$25.8K	﹤0.01%	2361
2021 Q1	–	Sell	-371	Closed	-$24K	–	2596
2020 Q4	$24K	Hold	371	–	–	﹤0.01%	2068
2020 Q3	$21K	Buy	+371	New	+$20.9K	﹤0.01%	2064
2020 Q2	–	Sell	-371	Closed	-$17K	–	2370
2020 Q1	$17K	Sell	371 -152	-29%	-$8.28K	﹤0.01%	1960
2019 Q4	$31K	Sell	523 -164	-24%	-$9.49K	﹤0.01%	1775
2019 Q3	$39K	Hold	687	–	–	﹤0.01%	1493
2019 Q2	$39K	Hold	687	–	–	﹤0.01%	1491
2019 Q1	$39K	Hold	687	–	–	﹤0.01%	1336
2018 Q4	$35K	Hold	687	–	–	﹤0.01%	1281
2018 Q3	$42K	Hold	687	–	–	﹤0.01%	1295
2018 Q2	$43K	Buy	+687	New	+$44.1K	﹤0.01%	1271

Other funds holding AFDM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PSCM

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

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

PFS

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

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

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

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

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

Advisory Services Network's AFDM Position: Q2 2026 in Review

Advisory Services Network sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q2 2026, closing a stake of 76 shares — an estimated $6.24K sold.

Advisory Services Network first reported a position in AFDM in Q2 2018 and held it in 16 quarters. The position peaked at $43K in Q2 2018. 52 funds tracked by Wall St. Rank hold AFDM as of Q2 2026.

Advisory Services Network reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 76 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2026, an estimated $6.24K.
Advisory Services Network first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q2 2018 and held it in 16 quarters.
Advisory Services Network's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $43K in Q2 2018.
52 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.