Money Concepts Capital’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-55	Closed	-$2.92K	–	2363
2022 Q4	$2.92K	Buy	+55	New	+$2.82K	﹤0.01%	2564
2022 Q2	–	Sell	-55	Closed	-$4K	–	2386
2022 Q1	$4K	Buy	+55	New	+$3.67K	﹤0.01%	2300

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

PFS

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Money Concepts Capital's AFDM Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q1 2023, closing a stake of 55 shares — an estimated $2.92K sold.

Money Concepts Capital first reported a position in AFDM in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 49 funds tracked by Wall St. Rank hold AFDM as of Q1 2023.

Money Concepts Capital reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 55 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q1 2023, an estimated $2.92K.
Money Concepts Capital first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $4K in Q1 2022.
49 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.