Independent Advisor Alliance’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Independent Advisor Alliance’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	-10,928	Closed	-$655K	–	760
2019 Q4	$655K	Buy	+10,928	New	+$633K	0.03%	469

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

Independent Advisor Alliance's AFDM Position: Q1 2020 in Review

Independent Advisor Alliance sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q1 2020, closing a stake of 10,928 shares — an estimated $655K sold.

Independent Advisor Alliance first reported a position in AFDM in Q4 2019 and held it in 1 quarter. The position peaked at $655K in Q4 2019. 46 funds tracked by Wall St. Rank hold AFDM as of Q1 2020.

Independent Advisor Alliance 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.
Independent Advisor Alliance sold 10,928 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q1 2020, an estimated $655K.
Independent Advisor Alliance first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q4 2019 and held it in 1 quarter.
Independent Advisor Alliance's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $655K 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 Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.