CI
AFDM

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

CX Institutional’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
2018
Q4 		– Sell
-603
Closed -$37K – 554
2018
Q3 		$37K Buy
+603
New +$37.1K 0.01% 203

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CX Institutional's AFDM Position: Q4 2018 in Review

CX Institutional sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q4 2018, closing a stake of 603 shares — an estimated $37K sold.

CX Institutional first reported a position in AFDM in Q3 2018 and held it in 1 quarter. The position peaked at $37K in Q3 2018. 58 funds tracked by Wall St. Rank hold AFDM as of Q4 2018.

  • CX Institutional reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q4 2018 after selling out during the quarter.
  • CX Institutional sold 603 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q4 2018, an estimated $37K.
  • CX Institutional first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q3 2018 and held it in 1 quarter.
  • CX Institutional's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $37K in Q3 2018.
  • 58 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q4 2018.

Based on CX Institutional's 13F filing for Q4 2018, filed 14 Jan 2019.