Northwestern Mutual Wealth Management
AFDM

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

Northwestern Mutual 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
2019
Q2 		– Sell
-800
Closed -$45K – 2670
2019
Q1 		$45K Buy
+800
New +$44.4K ﹤0.01% 1392

Other funds holding AFDM

Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Northwestern Mutual Wealth Management's AFDM Position: Q2 2019 in Review

Northwestern Mutual Wealth Management sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q2 2019, closing a stake of 800 shares — an estimated $45K sold.

Northwestern Mutual Wealth Management first reported a position in AFDM in Q1 2019 and held it in 1 quarter. The position peaked at $45K in Q1 2019. 56 funds tracked by Wall St. Rank hold AFDM as of Q2 2019.

  • Northwestern Mutual Wealth Management reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q2 2019 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 800 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2019, an estimated $45K.
  • Northwestern Mutual Wealth Management first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q1 2019 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $45K in Q1 2019.
  • 56 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q2 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.