ACM
AFDM

Aviance Capital Management’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Aviance Capital Management’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
2017
Q3 		– Sell
-173
Closed -$10K – 357
2017
Q2 		$10K Buy
+173
New +$10.2K ﹤0.01% 250

Other funds holding AFDM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Aviance Capital Management's AFDM Position: Q3 2017 in Review

Aviance Capital Management sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q3 2017, closing a stake of 173 shares — an estimated $10K sold.

Aviance Capital Management first reported a position in AFDM in Q2 2017 and held it in 1 quarter. The position peaked at $10K in Q2 2017. 41 funds tracked by Wall St. Rank hold AFDM as of Q3 2017.

  • Aviance Capital Management reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q3 2017 after selling out during the quarter.
  • Aviance Capital Management sold 173 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q3 2017, an estimated $10K.
  • Aviance Capital Management first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q2 2017 and held it in 1 quarter.
  • Aviance Capital Management's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $10K in Q2 2017.
  • 41 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q3 2017.

Based on Aviance Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.