Larson Financial Group’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Larson Financial Group’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
2021 Q2	–	Sell	-13	Closed	-$1K	–	921
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	787
2020 Q4	$1K	Buy	13 +1	+8%	+$60	﹤0.01%	715
2020 Q3	$1K	Buy	12 +3	+33%	+$169	﹤0.01%	678
2020 Q2	$1K	Buy	9 +1	+13%	+$50	﹤0.01%	642
2020 Q1	$0	Buy	8 +1	+14%	+$54	﹤0.01%	640
2019 Q4	$0	Buy	7 +4	+133%	+$232	﹤0.01%	650
2019 Q3	$0	Buy	3 +1	+50%	+$55	﹤0.01%	613
2019 Q2	$0	Buy	+2	New	+$113	﹤0.01%	563

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

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

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

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

PFS

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Larson Financial Group's AFDM Position: Q2 2021 in Review

Larson Financial Group sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q2 2021, closing a stake of 13 shares — an estimated $1K sold.

Larson Financial Group first reported a position in AFDM in Q2 2019 and held it in 8 quarters. The position peaked at $1K in Q1 2021. 51 funds tracked by Wall St. Rank hold AFDM as of Q2 2021.

Larson Financial Group reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q2 2021 after selling out during the quarter.
Larson Financial Group sold 13 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2021, an estimated $1K.
Larson Financial Group first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q2 2019 and held it in 8 quarters.
Larson Financial Group's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $1K in Q1 2021.
51 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q2 2021.

Based on Larson Financial Group's 13F filing for Q2 2021, filed 10 Aug 2021.