Creative Financial Designs’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Creative Financial Designs’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
2021 Q2	–	Sell	-69	Closed	-$5K	–	1438
2021 Q1	$5K	Hold	69	–	–	﹤0.01%	1072
2020 Q4	$4K	Sell	69 -1	-1%	-$60	﹤0.01%	1043
2020 Q3	$4K	Sell	70 -90	-56%	-$5.08K	﹤0.01%	989
2020 Q2	$9K	Buy	+160	New	+$8.01K	﹤0.01%	780

Other funds holding AFDM

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Creative Financial Designs's AFDM Position: Q2 2021 in Review

Creative Financial Designs sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q2 2021, closing a stake of 69 shares — an estimated $5K sold.

Creative Financial Designs first reported a position in AFDM in Q2 2020 and held it in 4 quarters. The position peaked at $9K in Q2 2020. 51 funds tracked by Wall St. Rank hold AFDM as of Q2 2021.

Creative Financial Designs reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q2 2021 after selling out during the quarter.
Creative Financial Designs sold 69 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2021, an estimated $5K.
Creative Financial Designs first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q2 2020 and held it in 4 quarters.
Creative Financial Designs's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $9K in Q2 2020.
51 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q2 2021.

Based on Creative Financial Designs's 13F filing for Q2 2021, filed 27 Jul 2021.