Kesler Norman & Wride’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Kesler Norman & Wride’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
2023 Q4	–	Sell	-30,092	Closed	-$1.67M	–	165
2023 Q3	$1.67M	Buy	+30,092	New	+$1.72M	0.42%	71

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

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

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

Kesler Norman & Wride's AFDM Position: Q4 2023 in Review

Kesler Norman & Wride sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q4 2023, closing a stake of 30,092 shares — an estimated $1.67M sold.

Kesler Norman & Wride first reported a position in AFDM in Q3 2023 and held it in 1 quarter. The position peaked at $1.67M in Q3 2023. 44 funds tracked by Wall St. Rank hold AFDM as of Q4 2023.

Kesler Norman & Wride reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q4 2023 after selling out during the quarter.
Kesler Norman & Wride sold 30,092 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q4 2023, an estimated $1.67M.
Kesler Norman & Wride first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q3 2023 and held it in 1 quarter.
Kesler Norman & Wride's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $1.67M in Q3 2023.
44 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q4 2023.

Based on Kesler Norman & Wride's 13F filing for Q4 2023, filed 10 Jan 2024.