Raymond James Financial
AFDM

Raymond James Financial’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Raymond James Financial’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 		$1.15M Sell
13,194
-36
-0.3% -$3.11K ﹤0.01% 3892
2026
Q1 		$1.09M Buy
13,230
+1,880
+17% +$158K ﹤0.01% 3788
2025
Q4 		$914K Sell
11,350
-109
-1% -$8.52K ﹤0.01% 3841
2025
Q3 		$879K Sell
11,459
-233
-2% -$17.5K ﹤0.01% 3764
2025
Q2 		$853K Sell
11,692
-470
-4% -$32.6K ﹤0.01% 3680
2025
Q1 		$809K Buy
12,162
+236
+2% +$15.4K ﹤0.01% 3634
2024
Q4 		$733K Buy
+11,926
New +$765K ﹤0.01% 3660

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

Raymond James Financial's AFDM Position: Q2 2026 in Review

Raymond James Financial reduced its First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) stake by 0.27% in Q2 2026, selling an estimated $3.11K and leaving 13,194 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #3892.

Raymond James Financial first reported a position in AFDM in Q4 2024 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold AFDM as of Q2 2026.

  • Raymond James Financial held 13,194 shares of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF worth $1.15M as of Q2 2026.
  • Raymond James Financial sold 36 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2026, an estimated $3.11K.
  • First Trust Exchange-Traded Fund III First Trust Active Factor International ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3892 holding.
  • Raymond James Financial first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q4 2024 and has held it in 7 quarters since.
  • 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 Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.