Keystone Financial Group (Kentucky)’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Keystone Financial Group (Kentucky)’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 Q2	–	Sell	-5,355	Closed	-$243K	–	234
2020 Q1	$243K	Sell	5,355 -380	-7%	-$20.7K	0.08%	170
2019 Q4	$344K	Sell	5,735 -385	-6%	-$22.3K	0.09%	163
2019 Q3	$341K	Sell	6,120 -1,716	-22%	-$95.1K	0.1%	157
2019 Q2	$445K	Sell	7,836 -1,025	-12%	-$58K	0.14%	129
2019 Q1	$499K	Sell	8,861 -2,035	-19%	-$113K	0.18%	120
2018 Q4	$558K	Sell	10,896 -1,585	-13%	-$87.4K	0.25%	102
2018 Q3	$774K	Buy	12,481 +486	+4%	+$29.9K	0.32%	82
2018 Q2	$725K	Buy	11,995 +315	+3%	+$20.2K	0.4%	66
2018 Q1	$735K	Buy	+11,680	New	+$764K	0.41%	58

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

CWM

Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s AFDM Position: Q2 2020 in Review

Keystone Financial Group (Kentucky) sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q2 2020, closing a stake of 5,355 shares — an estimated $243K sold.

Keystone Financial Group (Kentucky) first reported a position in AFDM in Q1 2018 and held it in 9 quarters. The position peaked at $774K in Q3 2018. 46 funds tracked by Wall St. Rank hold AFDM as of Q2 2020.

Keystone Financial Group (Kentucky) reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q2 2020 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 5,355 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2020, an estimated $243K.
Keystone Financial Group (Kentucky) first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q1 2018 and held it in 9 quarters.
Keystone Financial Group (Kentucky)'s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $774K in Q3 2018.
46 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q2 2020.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2020, filed 13 Aug 2020.