Independent Advisor Alliance’s First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF AFEM Stock Holding History

Independent Advisor Alliance’s Portfolio AFEM Stock Details AFEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-25,076	Closed	-$1.62M	–	761
2019 Q4	$1.62M	Buy	+25,076	New	+$1.53M	0.07%	272

Other funds holding AFEM

RIG

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

APWM

Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return

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

Independent Advisor Alliance sold out of First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF (AFEM) in Q1 2020, closing a stake of 25,076 shares — an estimated $1.62M sold.

Independent Advisor Alliance first reported a position in AFEM in Q4 2019 and held it in 1 quarter. The position peaked at $1.62M in Q4 2019. 36 funds tracked by Wall St. Rank hold AFEM as of Q1 2020.

Independent Advisor Alliance reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Independent Advisor Alliance sold 25,076 First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF shares in Q1 2020, an estimated $1.62M.
Independent Advisor Alliance first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF in Q4 2019 and held it in 1 quarter.
Independent Advisor Alliance's First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position peaked at $1.62M in Q4 2019.
36 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.