CPG
AFDM

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

Cornerstone Planning 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
2022
Q4 		$5.42K Buy
+97
New +$4.97K ﹤0.01% 859

Other funds holding AFDM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cornerstone Planning Group's AFDM Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q4 2022: 97 shares worth $5.42K. The stake represents ﹤0.01% of the portfolio and ranks #859 among its holdings.

50 funds tracked by Wall St. Rank hold AFDM as of Q4 2022.

  • Cornerstone Planning Group held 97 shares of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF worth $5.42K as of Q4 2022.
  • First Trust Exchange-Traded Fund III First Trust Active Factor International ETF was a new Cornerstone Planning Group position in Q4 2022.
  • First Trust Exchange-Traded Fund III First Trust Active Factor International ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q4 2022, its #859 holding.
  • 50 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.