Northwest Wealth Management’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Northwest Wealth Management’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
2018 Q4	–	Sell	-385	Closed	-$24K	–	537
2018 Q3	$24K	Buy	+385	New	+$23.7K	0.02%	285

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

Northwest Wealth Management's AFDM Position: Q4 2018 in Review

Northwest Wealth Management sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q4 2018, closing a stake of 385 shares — an estimated $24K sold.

Northwest Wealth Management first reported a position in AFDM in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 58 funds tracked by Wall St. Rank hold AFDM as of Q4 2018.

Northwest Wealth Management reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q4 2018 after selling out during the quarter.
Northwest Wealth Management sold 385 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q4 2018, an estimated $24K.
Northwest Wealth Management first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q3 2018 and held it in 1 quarter.
Northwest Wealth Management's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $24K in Q3 2018.
58 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q4 2018.

Based on Northwest Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.