Cerity Partners’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Cerity Partners’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	$1.89M	Buy	21,741 +601	+3%	+$51.9K	﹤0.01%	1627
2026 Q1	$1.74M	Buy	21,140 +1,247	+6%	+$105K	﹤0.01%	1563
2025 Q4	$1.6M	Buy	19,893 +638	+3%	+$49.9K	﹤0.01%	1469
2025 Q3	$1.48M	Buy	19,255 +1,442	+8%	+$108K	﹤0.01%	1424
2025 Q2	$1.3M	Buy	+17,813	New	+$1.24M	﹤0.01%	1409

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

Cerity Partners's AFDM Position: Q2 2026 in Review

Cerity Partners increased its First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) stake by 2.8% in Q2 2026, buying an estimated $51.9K and bringing the position to 21,741 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Cerity Partners first reported a position in AFDM in Q2 2025 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold AFDM as of Q2 2026.

Cerity Partners held 21,741 shares of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF worth $1.89M as of Q2 2026.
Cerity Partners bought 601 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2026, an estimated $51.9K.
First Trust Exchange-Traded Fund III First Trust Active Factor International ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1627 holding.
Cerity Partners first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q2 2025 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 Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.