EIA
AFDM

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

Eldridge Investment 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
2018
Q2 		– Sell
-4,700
Closed -$300K – 67
2018
Q1 		$300K Buy
+4,700
New +$308K 0.22% 49

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Eldridge Investment Advisors's AFDM Position: Q2 2018 in Review

Eldridge Investment Advisors sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q2 2018, closing a stake of 4,700 shares — an estimated $300K sold.

Eldridge Investment Advisors first reported a position in AFDM in Q1 2018 and held it in 1 quarter. The position peaked at $300K in Q1 2018. 62 funds tracked by Wall St. Rank hold AFDM as of Q2 2018.

  • Eldridge Investment Advisors reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q2 2018 after selling out during the quarter.
  • Eldridge Investment Advisors sold 4,700 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2018, an estimated $300K.
  • Eldridge Investment Advisors first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q1 2018 and held it in 1 quarter.
  • Eldridge Investment Advisors's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $300K in Q1 2018.
  • 62 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q2 2018.

Based on Eldridge Investment Advisors's 13F filing for Q2 2018, filed 31 Jul 2018.