American Portfolios Advisors’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

American Portfolios Advisors’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
2022 Q3	$267K	Sell	5,782 -1,250	-18%	-$66.7K	0.01%	904
2022 Q2	$376K	Sell	7,032 -1,334	-16%	-$79.8K	0.02%	782
2022 Q1	$546K	Buy	8,366 +981	+13%	+$65.5K	0.02%	697
2021 Q4	$540K	Sell	7,385 -24	-0.3%	-$1.73K	0.02%	707
2021 Q3	$513K	Sell	7,409 -137	-2%	-$10K	0.02%	692
2021 Q2	$534K	Buy	7,546 +488	+7%	+$34K	0.02%	677
2021 Q1	$463K	Hold	7,058	–	–	0.02%	681
2020 Q4	$455K	Sell	7,058 -20	-0.3%	-$1.19K	0.02%	590
2020 Q3	$401K	Hold	7,078	–	–	0.02%	545
2020 Q2	$378K	Sell	7,078 -16	-0.2%	-$801	0.02%	536
2020 Q1	$323K	Sell	7,094 -2,459	-26%	-$134K	0.03%	493
2019 Q4	$573K	Buy	9,553 +602	+7%	+$34.8K	0.04%	389
2019 Q3	$498K	Sell	8,951 -1,872	-17%	-$104K	0.04%	399
2019 Q2	$614K	Buy	10,823 +558	+5%	+$31.6K	0.05%	334
2019 Q1	$578K	Buy	10,265 +1,210	+13%	+$67.1K	0.05%	334
2018 Q4	$464K	Buy	9,055 +904	+11%	+$49.9K	0.06%	296
2018 Q3	$504K	Sell	8,151 -639	-7%	-$39.4K	0.06%	309
2018 Q2	$538K	Sell	8,790 -51	-0.6%	-$3.27K	0.07%	268
2018 Q1	$565K	Buy	8,841 +4,097	+86%	+$268K	0.08%	232
2017 Q4	$304K	Buy	+4,744	New	+$302K	0.05%	368

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

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

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

OMC

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PFS

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

American Portfolios Advisors's AFDM Position: Q3 2022 in Review

American Portfolios Advisors reduced its First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) stake by 18% in Q3 2022, selling an estimated $66.7K and leaving 5,782 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #904.

American Portfolios Advisors first reported a position in AFDM in Q4 2017 and has held it in 20 quarters since. The position peaked at $614K in Q2 2019. 43 funds tracked by Wall St. Rank hold AFDM as of Q3 2022.

American Portfolios Advisors held 5,782 shares of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF worth $267K as of Q3 2022.
American Portfolios Advisors sold 1,250 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q3 2022, an estimated $66.7K.
First Trust Exchange-Traded Fund III First Trust Active Factor International ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #904 holding.
American Portfolios Advisors first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $614K in Q2 2019.
43 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.