BTIS
AFDM

BB&T Investment Services’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

BB&T Investment 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
2017
Q4 		$737K Buy
11,462
+2,931
+34% +$187K 0.12% 161
2017
Q3 		$538K Buy
8,531
+1,413
+20% +$87.3K 0.11% 170
2017
Q2 		$427K Buy
7,118
+3,602
+102% +$213K 0.11% 173
2017
Q1 		$198K Buy
3,516
+3,224
+1,104% +$176K 0.08% 194
2016
Q4 		$16K Buy
+292
New +$15.1K 0.01% 455

Other funds holding AFDM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

BB&T Investment Services's AFDM Position: Q4 2017 in Review

BB&T Investment Services increased its First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) stake by 34% in Q4 2017, buying an estimated $187K and bringing the position to 11,462 shares worth $737K. The position accounts for 0.12% of the portfolio, ranked #161.

BB&T Investment Services first reported a position in AFDM in Q4 2016 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold AFDM as of Q4 2017.

  • BB&T Investment Services held 11,462 shares of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF worth $737K as of Q4 2017.
  • BB&T Investment Services bought 2,931 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q4 2017, an estimated $187K.
  • First Trust Exchange-Traded Fund III First Trust Active Factor International ETF made up 0.12% of BB&T Investment Services's portfolio in Q4 2017, its #161 holding.
  • BB&T Investment Services 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 5 quarters since.
  • 52 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.