Cetera Investment Advisers’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Cetera Investment Advisers’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	$17.7M	Buy	202,982 +34,432	+20%	+$2.97M	0.02%	826
2026 Q1	$13.8M	Buy	168,550 +29,804	+21%	+$2.51M	0.01%	874
2025 Q4	$11.2M	Buy	138,746 +23,133	+20%	+$1.81M	0.01%	962
2025 Q3	$8.87M	Buy	115,613 +21,853	+23%	+$1.64M	0.01%	1068
2025 Q2	$6.84M	Buy	93,760 +14,622	+18%	+$1.02M	0.01%	1010
2025 Q1	$5.26M	Buy	79,138 +27,750	+54%	+$1.81M	0.01%	1081
2024 Q4	$3.16M	Buy	51,388 +16,202	+46%	+$1.04M	0.01%	1321
2024 Q3	$2.37M	Buy	35,186 +16,561	+89%	+$1.09M	0.01%	1509
2024 Q2	$1.19M	Buy	18,625 +13,645	+274%	+$877K	﹤0.01%	1955
2024 Q1	$320K	Buy	+4,980	New	+$309K	﹤0.01%	2973
2022 Q1	–	Sell	-9,226	Closed	-$675K	–	1980
2021 Q4	$675K	Buy	+9,226	New	+$666K	0.01%	1003
2019 Q2	–	Sell	-5,453	Closed	-$306K	–	530
2019 Q1	$306K	Sell	5,453 -307	-5%	-$17K	0.04%	372
2018 Q4	$296K	Sell	5,760 -6,802	-54%	-$375K	0.05%	341
2018 Q3	$777K	Buy	12,562 +139	+1%	+$8.56K	0.11%	197
2018 Q2	$761K	Sell	12,423 -197	-2%	-$12.6K	0.13%	187
2018 Q1	$803K	Sell	12,620 -58	-0.5%	-$3.79K	0.15%	170
2017 Q4	$812K	Buy	12,678 +653	+5%	+$41.6K	0.15%	172
2017 Q3	$758K	Sell	12,025 -1,023	-8%	-$63.2K	0.17%	173
2017 Q2	$786K	Buy	13,048 +1,050	+9%	+$62K	0.19%	143
2017 Q1	$680K	Buy	11,998 +3,930	+49%	+$215K	0.19%	141
2016 Q4	$423K	Buy	+8,068	New	+$417K	0.14%	191

Other funds holding AFDM

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 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 New York $82.7B AUM 28.53% 1-Year Est. Return

Cetera Investment Advisers's AFDM Position: Q2 2026 in Review

Cetera Investment Advisers increased its First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) stake by 20% in Q2 2026, buying an estimated $2.97M and bringing the position to 202,982 shares worth $17.7M. The position accounts for 0.02% of the portfolio, ranked #826.

Cetera Investment Advisers first reported a position in AFDM in Q4 2016 and has held it in 21 quarters since. 52 funds tracked by Wall St. Rank hold AFDM as of Q2 2026.

Cetera Investment Advisers held 202,982 shares of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF worth $17.7M as of Q2 2026.
Cetera Investment Advisers bought 34,432 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2026, an estimated $2.97M.
First Trust Exchange-Traded Fund III First Trust Active Factor International ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #826 holding.
Cetera Investment Advisers 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 21 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 Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.