Global Financial Private Capital’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Global Financial Private Capital’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	-8,508	Closed	-$544K	–	579
2018 Q1	$544K	Buy	8,508 +2,593	+44%	+$170K	0.02%	337
2017 Q4	$379K	Buy	+5,915	New	+$376K	0.01%	391

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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 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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Global Financial Private Capital's AFDM Position: Q2 2018 in Review

Global Financial Private Capital sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q2 2018, closing a stake of 8,508 shares — an estimated $544K sold.

Global Financial Private Capital first reported a position in AFDM in Q4 2017 and held it in 2 quarters. The position peaked at $544K in Q1 2018. 62 funds tracked by Wall St. Rank hold AFDM as of Q2 2018.

Global Financial Private Capital 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.
Global Financial Private Capital sold 8,508 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2018, an estimated $544K.
Global Financial Private Capital first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q4 2017 and held it in 2 quarters.
Global Financial Private Capital's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $544K 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 Global Financial Private Capital's 13F filing for Q2 2018, filed 3 Aug 2018.