GI
AFDM

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

Gradient Investments’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
Q3 		– Sell
-150
Closed -$9K – 1039
2018
Q2 		$9K Buy
+150
New +$9.63K ﹤0.01% 631

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Gradient Investments's AFDM Position: Q3 2018 in Review

Gradient Investments sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q3 2018, closing a stake of 150 shares — an estimated $9K sold.

Gradient Investments first reported a position in AFDM in Q2 2018 and held it in 1 quarter. The position peaked at $9K in Q2 2018. 65 funds tracked by Wall St. Rank hold AFDM as of Q3 2018.

  • Gradient Investments reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q3 2018 after selling out during the quarter.
  • Gradient Investments sold 150 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q3 2018, an estimated $9K.
  • Gradient Investments first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q2 2018 and held it in 1 quarter.
  • Gradient Investments's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $9K in Q2 2018.
  • 65 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q3 2018.

Based on Gradient Investments's 13F filing for Q3 2018, filed 11 Oct 2018.