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

Ameritas Advisory Services’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 Q4	–	Sell	-400	Closed	-$30.7K	–	1846
2025 Q3	$30.7K	Hold	400	–	–	﹤0.01%	1269
2025 Q2	$29.2K	Buy	+400	New	+$27.8K	﹤0.01%	1568
2023 Q2	–	Sell	-400	Closed	-$22.5K	–	2095
2023 Q1	$22.5K	Buy	+400	New	+$22.1K	﹤0.01%	1580

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

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

Ameritas Advisory Services's AFDM Position: Q4 2025 in Review

Ameritas Advisory Services sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q4 2025, closing a stake of 400 shares — an estimated $30.7K sold.

Ameritas Advisory Services first reported a position in AFDM in Q1 2023 and held it in 3 quarters. The position peaked at $30.7K in Q3 2025. 42 funds tracked by Wall St. Rank hold AFDM as of Q4 2025.

Ameritas Advisory Services reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 400 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q4 2025, an estimated $30.7K.
Ameritas Advisory Services first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $30.7K in Q3 2025.
42 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.