PFGIA
AFDM

Patriot Financial Group Insurance Agency’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-221
Closed -$14K – 853
2018
Q1 		$14K Hold
221
– – 0.01% 544
2017
Q4 		$15K Hold
221
– – 0.01% 515
2017
Q3 		$14K Buy
221
+88
+66% +$5.44K 0.01% 490
2017
Q2 		$8K Buy
+133
New +$7.85K 0.01% 584

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AFDM Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q2 2018, closing a stake of 221 shares — an estimated $14K sold.

Patriot Financial Group Insurance Agency first reported a position in AFDM in Q2 2017 and held it in 4 quarters. The position peaked at $15K in Q4 2017. 62 funds tracked by Wall St. Rank hold AFDM as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 221 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2018, an estimated $14K.
  • Patriot Financial Group Insurance Agency first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q2 2017 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $15K in Q4 2017.
  • 62 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.