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

IFG Advisory’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
2022 Q1	–	Sell	-2,932	Closed	-$214K	–	521
2021 Q4	$214K	Buy	+2,932	New	+$212K	0.02%	469
2021 Q3	–	Sell	-2,866	Closed	-$202K	–	488
2021 Q2	$202K	Buy	+2,866	New	+$200K	0.02%	460
2020 Q1	–	Sell	-5,734	Closed	-$343K	–	409
2019 Q4	$343K	Sell	5,734 -46	-0.8%	-$2.66K	0.06%	292
2019 Q3	$321K	Buy	+5,780	New	+$320K	0.06%	290

Other funds holding AFDM

RIG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

IFG Advisory's AFDM Position: Q1 2022 in Review

IFG Advisory sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q1 2022, closing a stake of 2,932 shares — an estimated $214K sold.

IFG Advisory first reported a position in AFDM in Q3 2019 and held it in 4 quarters. The position peaked at $343K in Q4 2019. 52 funds tracked by Wall St. Rank hold AFDM as of Q1 2022.

IFG Advisory reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q1 2022 after selling out during the quarter.
IFG Advisory sold 2,932 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q1 2022, an estimated $214K.
IFG Advisory first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q3 2019 and held it in 4 quarters.
IFG Advisory's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $343K in Q4 2019.
52 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q1 2022.

Based on IFG Advisory's 13F filing for Q1 2022, filed 4 May 2022.