AmeriFlex Group’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

AmeriFlex Group’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
2025 Q3	–	Sell	-4	Closed	-$289	–	1295
2025 Q2	$289	Hold	4	–	–	﹤0.01%	1033
2025 Q1	$266	Hold	4	–	–	﹤0.01%	1245
2024 Q4	$255	Buy	+4	New	+$256	﹤0.01%	1136

Other funds holding AFDM

Morgan Stanley New York $1.89T AUM 35.08% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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

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

AmeriFlex Group's AFDM Position: Q3 2025 in Review

AmeriFlex Group sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q3 2025, closing a stake of 4 shares — an estimated $289 sold.

AmeriFlex Group first reported a position in AFDM in Q4 2024 and held it in 3 quarters. The position peaked at $289 in Q2 2025. 41 funds tracked by Wall St. Rank hold AFDM as of Q3 2025.

AmeriFlex Group reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q3 2025 after selling out during the quarter.
AmeriFlex Group sold 4 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q3 2025, an estimated $289.
AmeriFlex Group first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q4 2024 and held it in 3 quarters.
AmeriFlex Group's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $289 in Q2 2025.
41 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.