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Moneywise Inc’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Moneywise Inc’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
2026
Q3 		– Sell
-3,458
Closed -$301K – 84
2026
Q2 		$301K Hold
3,458
– – 0.11% 71
2026
Q1 		$284K Hold
3,458
– – 0.12% 70
2025
Q4 		$278K Sell
3,458
-178
-5% -$13.9K 0.12% 69
2025
Q3 		$279K Hold
3,636
– – 0.13% 58
2025
Q2 		$265K Buy
3,636
+8
+0.2% +$556 0.12% 64
2025
Q1 		$241K Buy
3,628
+1
+0% +$65 0.13% 53
2024
Q4 		$223K Sell
3,627
-14,905
-80% -$956K 0.11% 49
2024
Q3 		$1.25M Sell
18,532
-915
-5% -$60.4K 0.61% 34
2024
Q2 		$1.24M Sell
19,447
-1,129
-5% -$72.5K 0.66% 30
2024
Q1 		$1.32M Sell
20,576
-5,621
-21% -$349K 0.72% 28
2023
Q4 		$1.6M Sell
26,197
-1,162
-4% -$66.1K 0.92% 18
2023
Q3 		$1.52M Buy
27,359
+60
+0.2% +$3.44K 0.95% 16
2023
Q2 		$1.56M Sell
27,299
-1,523
-5% -$87.2K 0.97% 19
2023
Q1 		$1.62M Sell
28,822
-469
-2% -$25.9K 1.05% 18
2022
Q4 		$1.56M Buy
29,291
+10,377
+55% +$532K 1.16% 18
2022
Q3 		$873K Buy
18,914
+3,887
+26% +$207K 0.71% 22
2022
Q2 		$804K Buy
15,027
+1,099
+8% +$65.8K 0.63% 27
2022
Q1 		$910K Buy
13,928
+121
+0.9% +$8.08K 0.6% 25
2021
Q4 		$1.01M Sell
13,807
-7
-0.1% -$506 0.65% 25
2021
Q3 		$956K Sell
13,814
-3,407
-20% -$250K 0.62% 24
2021
Q2 		$1.22M Sell
17,221
-1,298
-7% -$90.4K 0.83% 23
2021
Q1 		$1.21M Sell
18,519
-73
-0.4% -$4.79K 0.82% 24
2020
Q4 		$1.2M Sell
18,592
-364
-2% -$21.7K 0.86% 23
2020
Q3 		$1.07M Sell
18,956
-350
-2% -$19.7K 0.85% 24
2020
Q2 		$1.03M Buy
19,306
+3,059
+19% +$153K 0.83% 27
2020
Q1 		$739K Buy
+16,247
New +$885K 0.65% 25

Other funds holding AFDM

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Next Level Wealth Planning
Next Level Wealth Planning Meridian, Idaho $245M AUM 20.19% 1-Year Est. Return
Downshift Financial
Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

Moneywise Inc's AFDM Position: Q3 2026 in Review

Moneywise Inc sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q3 2026, closing a stake of 3,458 shares — an estimated $301K sold.

Moneywise Inc first reported a position in AFDM in Q1 2020 and held it in 26 quarters. The position peaked at $1.62M in Q1 2023. 10 funds tracked by Wall St. Rank hold AFDM as of Q3 2026.

  • Moneywise Inc reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q3 2026 after selling out during the quarter.
  • Moneywise Inc sold 3,458 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q3 2026, an estimated $301K.
  • Moneywise Inc first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q1 2020 and held it in 26 quarters.
  • Moneywise Inc's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $1.62M in Q1 2023.
  • 10 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.