Koshinski Asset Management’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Koshinski Asset Management’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
2022 Q4	–	Sell	-6,539	Closed	-$302K	–	629
2022 Q3	$302K	Sell	6,539 -1,119	-15%	-$59.7K	0.04%	416
2022 Q2	$410K	Hold	7,658	–	–	0.04%	407
2022 Q1	$500K	Hold	7,658	–	–	0.04%	389
2021 Q4	$560K	Sell	7,658 -2,088	-21%	-$151K	0.05%	378
2021 Q3	$675K	Buy	9,746 +3,946	+68%	+$289K	0.06%	338
2021 Q2	$410K	Sell	5,800 -3,059	-35%	-$213K	0.05%	371
2021 Q1	$581K	Hold	8,859	–	–	0.06%	334
2020 Q4	$571K	Hold	8,859	–	–	0.07%	290
2020 Q3	$520K	Sell	8,859 -3,455	-28%	-$195K	0.07%	293
2020 Q2	$658K	Sell	12,314 -5,871	-32%	-$294K	0.11%	230
2020 Q1	$827K	Sell	18,185 -7,415	-29%	-$404K	0.17%	156
2019 Q4	$1.53M	Buy	+25,600	New	+$1.48M	0.26%	113
2019 Q3	–	Sell	-36,068	Closed	-$2.05M	–	243
2019 Q2	$2.05M	Sell	36,068 -2,839	-7%	-$161K	0.83%	25
2019 Q1	$2.19M	Sell	38,907 -5,628	-13%	-$312K	0.59%	37
2018 Q4	$2.28M	Sell	44,535 -44,898	-50%	-$2.48M	0.56%	53
2018 Q3	$5.53M	Buy	89,433 +49,258	+123%	+$3.03M	0.79%	19
2018 Q2	$2.46M	Buy	40,175 +2,396	+6%	+$154K	0.75%	21
2018 Q1	$2.41M	Buy	37,779 +12,599	+50%	+$824K	0.75%	23
2017 Q4	$1.61M	Buy	25,180 +9,785	+64%	+$623K	0.4%	70
2017 Q3	$971K	Buy	15,395 +4,927	+47%	+$304K	0.32%	99
2017 Q2	$630K	Buy	10,468 +6,852	+189%	+$405K	0.23%	143
2017 Q1	$204K	Buy	+3,616	New	+$198K	0.08%	314

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

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

PFS

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Koshinski Asset Management's AFDM Position: Q4 2022 in Review

Koshinski Asset Management sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q4 2022, closing a stake of 6,539 shares — an estimated $302K sold.

Koshinski Asset Management first reported a position in AFDM in Q1 2017 and held it in 22 quarters. The position peaked at $5.53M in Q3 2018. 50 funds tracked by Wall St. Rank hold AFDM as of Q4 2022.

Koshinski Asset Management reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q4 2022 after selling out during the quarter.
Koshinski Asset Management sold 6,539 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q4 2022, an estimated $302K.
Koshinski Asset Management first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q1 2017 and held it in 22 quarters.
Koshinski Asset Management's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $5.53M in Q3 2018.
50 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q4 2022.

Based on Koshinski Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.