Creative Planning
AFDM

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

Creative Planning’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
2023
Q1 		– Sell
-122
Closed -$6.49K – 2750
2022
Q4 		$6.49K Buy
+122
New +$6.25K ﹤0.01% 2381

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Creative Planning's AFDM Position: Q1 2023 in Review

Creative Planning sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q1 2023, closing a stake of 122 shares — an estimated $6.49K sold.

Creative Planning first reported a position in AFDM in Q4 2022 and held it in 1 quarter. The position peaked at $6.49K in Q4 2022. 49 funds tracked by Wall St. Rank hold AFDM as of Q1 2023.

  • Creative Planning reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q1 2023 after selling out during the quarter.
  • Creative Planning sold 122 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q1 2023, an estimated $6.49K.
  • Creative Planning first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q4 2022 and held it in 1 quarter.
  • Creative Planning's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $6.49K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.