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

Baird Financial 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
2026 Q2	$1.22M	Sell	13,969 -403	-3%	-$34.8K	﹤0.01%	1266
2026 Q1	$1.18M	Hold	14,372	–	–	﹤0.01%	1223
2025 Q4	$1.16M	Sell	14,372 -26	-0.2%	-$2.03K	﹤0.01%	1205
2025 Q3	$1.1M	Sell	14,398 -175	-1%	-$13.1K	﹤0.01%	1224
2025 Q2	$1.06M	Sell	14,573 -267	-2%	-$18.5K	﹤0.01%	1196
2025 Q1	$987K	Sell	14,840 -443	-3%	-$28.8K	﹤0.01%	1187
2024 Q4	$939K	Buy	15,283 +707	+5%	+$45.3K	﹤0.01%	1199
2024 Q3	$982K	Sell	14,576 -233	-2%	-$15.4K	﹤0.01%	1177
2024 Q2	$942K	Sell	14,809 -885	-6%	-$56.9K	﹤0.01%	1187
2024 Q1	$1.01M	Sell	15,694 -202	-1%	-$12.5K	﹤0.01%	1156
2023 Q4	$973K	Sell	15,896 -11,881	-43%	-$675K	﹤0.01%	1145
2023 Q3	$1.54M	Sell	27,777 -1,827	-6%	-$105K	﹤0.01%	988
2023 Q2	$1.69M	Sell	29,604 -299	-1%	-$17.1K	﹤0.01%	971
2023 Q1	$1.68M	Sell	29,903 -946	-3%	-$52.2K	﹤0.01%	939
2022 Q4	$1.64M	Sell	30,849 -24,511	-44%	-$1.26M	﹤0.01%	937
2022 Q3	$2.56M	Buy	55,360 +994	+2%	+$53K	0.01%	754
2022 Q2	$2.91M	Buy	54,366 +966	+2%	+$57.8K	0.01%	721
2022 Q1	$3.49M	Buy	53,400 +1,463	+3%	+$97.7K	0.01%	707
2021 Q4	$3.8M	Buy	51,937 +4,089	+9%	+$295K	0.01%	695
2021 Q3	$3.31M	Buy	47,848 +228	+0.5%	+$16.7K	0.01%	746
2021 Q2	$3.37M	Buy	47,620 +82	+0.2%	+$5.71K	0.01%	726
2021 Q1	$3.12M	Buy	47,538 +1,102	+2%	+$72.3K	0.01%	722
2020 Q4	$2.99M	Sell	46,436 -1,744	-4%	-$104K	0.01%	686
2020 Q3	$2.73M	Buy	48,180 +857	+2%	+$48.3K	0.01%	654
2020 Q2	$2.53M	Sell	47,323 -7,404	-14%	-$370K	0.01%	665
2020 Q1	$2.49M	Buy	54,727 +3,371	+7%	+$184K	0.01%	633
2019 Q4	$3.08M	Sell	51,356 -14,131	-22%	-$818K	0.01%	654
2019 Q3	$3.65M	Sell	65,487 -11,101	-14%	-$615K	0.01%	596
2019 Q2	$4.34M	Buy	76,588 +18,318	+31%	+$1.04M	0.02%	551
2019 Q1	$3.28M	Buy	58,270 +3,233	+6%	+$179K	0.02%	546
2018 Q4	$2.82M	Sell	55,037 -38,737	-41%	-$2.14M	0.02%	541
2018 Q3	$5.81M	Buy	93,774 +13,743	+17%	+$846K	0.04%	420
2018 Q2	$4.9M	Buy	80,031 +33,807	+73%	+$2.17M	0.03%	436
2018 Q1	$2.95M	Buy	46,224 +4,250	+10%	+$278K	0.02%	539
2017 Q4	$2.69M	Buy	41,974 +2,584	+7%	+$164K	0.02%	547
2017 Q3	$2.48M	Buy	39,390 +3,744	+11%	+$231K	0.02%	565
2017 Q2	$2.14M	Sell	35,646 -2,056	-5%	-$121K	0.02%	593
2017 Q1	$2.13M	Buy	37,702 +28,482	+309%	+$1.56M	0.02%	580
2016 Q4	$484K	Buy	+9,220	New	+$477K	﹤0.01%	928

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

Baird Financial Group's AFDM Position: Q2 2026 in Review

Baird Financial Group reduced its First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) stake by 2.8% in Q2 2026, selling an estimated $34.8K and leaving 13,969 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Baird Financial Group first reported a position in AFDM in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.81M in Q3 2018. 52 funds tracked by Wall St. Rank hold AFDM as of Q2 2026.

Baird Financial Group held 13,969 shares of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF worth $1.22M as of Q2 2026.
Baird Financial Group sold 403 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2026, an estimated $34.8K.
First Trust Exchange-Traded Fund III First Trust Active Factor International ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1266 holding.
Baird Financial Group first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q4 2016 and has held it in 39 quarters since.
Baird Financial Group's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $5.81M in Q3 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 Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.