BEI
AFDM

Benjamin Edwards Inc’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Benjamin Edwards Inc’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
Q1 		– Sell
-11,917
Closed -$737K – 1150
2024
Q4 		$737K Sell
11,917
-2,094
-15% -$134K 0.01% 712
2024
Q3 		$949K Buy
+14,011
New +$925K 0.01% 615

Other funds holding AFDM

Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Benjamin Edwards Inc's AFDM Position: Q1 2025 in Review

Benjamin Edwards Inc sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q1 2025, closing a stake of 11,917 shares — an estimated $737K sold.

Benjamin Edwards Inc first reported a position in AFDM in Q3 2024 and held it in 2 quarters. The position peaked at $949K in Q3 2024. 40 funds tracked by Wall St. Rank hold AFDM as of Q1 2025.

  • Benjamin Edwards Inc reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q1 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 11,917 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q1 2025, an estimated $737K.
  • Benjamin Edwards Inc first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q3 2024 and held it in 2 quarters.
  • Benjamin Edwards Inc's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $949K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q1 2025.

Based on Benjamin Edwards Inc's 13F filing for Q1 2025, filed 12 May 2025.