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

HighTower 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
2020 Q1	–	Sell	-7,767	Closed	-$468K	–	2452
2019 Q4	$468K	Buy	7,767 +2,972	+62%	+$172K	﹤0.01%	1480
2019 Q3	$266K	Buy	4,795 +61	+1%	+$3.38K	﹤0.01%	1875
2019 Q2	$268K	Sell	4,734 -2,581	-35%	-$146K	﹤0.01%	1866
2019 Q1	$411K	Buy	+7,315	New	+$406K	﹤0.01%	1556
2018 Q4	–	Sell	-3,736	Closed	-$230K	–	2339
2018 Q3	$230K	Sell	3,736 -2,415	-39%	-$149K	﹤0.01%	1878
2018 Q2	$377K	Buy	+6,151	New	+$395K	﹤0.01%	1579

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

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

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

CWM

Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return

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

HighTower Advisors's AFDM Position: Q1 2020 in Review

HighTower Advisors sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q1 2020, closing a stake of 7,767 shares — an estimated $468K sold.

HighTower Advisors first reported a position in AFDM in Q2 2018 and held it in 6 quarters. The position peaked at $468K in Q4 2019. 46 funds tracked by Wall St. Rank hold AFDM as of Q1 2020.

HighTower Advisors reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q1 2020 after selling out during the quarter.
HighTower Advisors sold 7,767 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q1 2020, an estimated $468K.
HighTower Advisors first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q2 2018 and held it in 6 quarters.
HighTower Advisors's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $468K in Q4 2019.
46 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q1 2020.

Based on HighTower Advisors's 13F filing for Q1 2020, filed 21 May 2020.