Kesler Norman & Wride’s First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF AFEM Stock Holding History

Kesler Norman & Wride’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
2023 Q4	–	Sell	-31,499	Closed	-$1.68M	–	166
2023 Q3	$1.68M	Buy	+31,499	New	+$1.73M	0.42%	70

Other funds holding AFEM

RIG

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

OMC

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

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

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

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 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

RJFSA

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Kesler Norman & Wride sold out of First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF (AFEM) in Q4 2023, closing a stake of 31,499 shares — an estimated $1.68M sold.

Kesler Norman & Wride first reported a position in AFEM in Q3 2023 and held it in 1 quarter. The position peaked at $1.68M in Q3 2023. 37 funds tracked by Wall St. Rank hold AFEM as of Q4 2023.

Kesler Norman & Wride reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Kesler Norman & Wride sold 31,499 First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF shares in Q4 2023, an estimated $1.68M.
Kesler Norman & Wride first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF in Q3 2023 and held it in 1 quarter.
Kesler Norman & Wride's First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position peaked at $1.68M in Q3 2023.
37 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF as of Q4 2023.

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