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

DHJJ Financial Advisors’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
2024 Q2	–	Sell	-668	Closed	-$42.9K	–	843
2024 Q1	$42.9K	Hold	668	–	–	0.02%	281
2023 Q4	$40.9K	Hold	668	–	–	0.02%	273
2023 Q3	$37.1K	Buy	+668	New	+$38.2K	0.02%	279

Other funds holding AFDM

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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

DHJJ Financial Advisors's AFDM Position: Q2 2024 in Review

DHJJ Financial Advisors sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q2 2024, closing a stake of 668 shares — an estimated $42.9K sold.

DHJJ Financial Advisors first reported a position in AFDM in Q3 2023 and held it in 3 quarters. The position peaked at $42.9K in Q1 2024. 42 funds tracked by Wall St. Rank hold AFDM as of Q2 2024.

DHJJ Financial Advisors reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q2 2024 after selling out during the quarter.
DHJJ Financial Advisors sold 668 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2024, an estimated $42.9K.
DHJJ Financial Advisors first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q3 2023 and held it in 3 quarters.
DHJJ Financial Advisors's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $42.9K in Q1 2024.
42 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q2 2024.

Based on DHJJ Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.