MI
AFDM

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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Moneywise Inc's AFDM Position: Q2 2026 in Review

Moneywise Inc held its First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) position steady in Q2 2026 at 3,458 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #71.

Moneywise Inc first reported a position in AFDM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.62M in Q1 2023. 52 funds tracked by Wall St. Rank hold AFDM as of Q2 2026.

  • Moneywise Inc held 3,458 shares of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF worth $301K as of Q2 2026.
  • Moneywise Inc left its First Trust Exchange-Traded Fund III First Trust Active Factor International ETF share count unchanged in Q2 2026.
  • First Trust Exchange-Traded Fund III First Trust Active Factor International ETF made up 0.11% of Moneywise Inc's portfolio in Q2 2026, its #71 holding.
  • Moneywise Inc first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q1 2020 and has held it in 26 quarters since.
  • Moneywise Inc's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $1.62M in Q1 2023.
  • 52 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.