OPS
AFDM

Orion Portfolio Solutions’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$767K Buy
+11,533
New +$751K 0.01% 1212

Other funds holding AFDM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Orion Portfolio Solutions's AFDM Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q1 2025: 11,533 shares worth $767K. The stake represents 0.01% of the portfolio and ranks #1212 among its holdings.

40 funds tracked by Wall St. Rank hold AFDM as of Q1 2025.

  • Orion Portfolio Solutions held 11,533 shares of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF worth $767K as of Q1 2025.
  • First Trust Exchange-Traded Fund III First Trust Active Factor International ETF was a new Orion Portfolio Solutions position in Q1 2025.
  • First Trust Exchange-Traded Fund III First Trust Active Factor International ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1212 holding.
  • 40 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.