Disciplined Investments’s First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF AFEM Stock Holding History

Disciplined Investments’s Portfolio AFEM Stock Details AFEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5	Closed	-$253	–	1703
2022 Q4	$253	Hold	5	–	–	﹤0.01%	1384
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1541
2022 Q2	$0	Hold	5	–	–	﹤0.01%	1556
2022 Q1	$0	Hold	5	–	–	﹤0.01%	1569
2021 Q4	$0	Hold	5	–	–	﹤0.01%	499
2021 Q3	$0	Hold	5	–	–	﹤0.01%	448
2021 Q2	$0	Hold	5	–	–	﹤0.01%	437
2021 Q1	$0	Hold	5	–	–	﹤0.01%	412
2020 Q4	$0	Hold	5	–	–	﹤0.01%	394
2020 Q3	$0	Hold	5	–	–	﹤0.01%	439
2020 Q2	$0	Hold	5	–	–	﹤0.01%	437
2020 Q1	$0	Sell	5 -142	-97%	-$8.41K	﹤0.01%	460
2019 Q4	$10K	Buy	+147	New	+$8.97K	0.01%	293

Other funds holding AFEM

RIG

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PFS

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

Disciplined Investments's AFEM Position: Q1 2023 in Review

Disciplined Investments sold out of First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF (AFEM) in Q1 2023, closing a stake of 5 shares — an estimated $253 sold.

Disciplined Investments first reported a position in AFEM in Q4 2019 and held it in 13 quarters. The position peaked at $10K in Q4 2019. 34 funds tracked by Wall St. Rank hold AFEM as of Q1 2023.

Disciplined Investments reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Disciplined Investments sold 5 First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF shares in Q1 2023, an estimated $253.
Disciplined Investments first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF in Q4 2019 and held it in 13 quarters.
Disciplined Investments's First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position peaked at $10K in Q4 2019.
34 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF as of Q1 2023.

Based on Disciplined Investments's 13F filing for Q1 2023, filed 10 May 2023.