Moisand Fitzgerald Tamayo’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Moisand Fitzgerald Tamayo’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 Q1	–	Sell	-952	Closed	-$70K	–	624
2021 Q4	$70K	Buy	+952	New	+$68.7K	0.02%	125

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Moisand Fitzgerald Tamayo's AFDM Position: Q1 2022 in Review

Moisand Fitzgerald Tamayo sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q1 2022, closing a stake of 952 shares — an estimated $70K sold.

Moisand Fitzgerald Tamayo first reported a position in AFDM in Q4 2021 and held it in 1 quarter. The position peaked at $70K in Q4 2021. 52 funds tracked by Wall St. Rank hold AFDM as of Q1 2022.

Moisand Fitzgerald Tamayo reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q1 2022 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 952 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q1 2022, an estimated $70K.
Moisand Fitzgerald Tamayo first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q4 2021 and held it in 1 quarter.
Moisand Fitzgerald Tamayo's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $70K in Q4 2021.
52 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q1 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2022, filed 29 Apr 2022.