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

Sowell Financial Services’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
2020 Q2	–	Sell	-100	Closed	-$5K	–	2629
2020 Q1	$5K	Sell	100 -542	-84%	-$29.5K	﹤0.01%	1829
2019 Q4	$38K	Sell	642 -548	-46%	-$31.7K	﹤0.01%	1235
2019 Q3	$66K	Buy	+1,190	New	+$65.9K	0.01%	926

Other funds holding AFDM

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RJA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

CWM

Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return

Sowell Financial Services's AFDM Position: Q2 2020 in Review

Sowell Financial Services sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q2 2020, closing a stake of 100 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in AFDM in Q3 2019 and held it in 3 quarters. The position peaked at $66K in Q3 2019. 46 funds tracked by Wall St. Rank hold AFDM as of Q2 2020.

Sowell Financial Services reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q2 2020 after selling out during the quarter.
Sowell Financial Services sold 100 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2020, an estimated $5K.
Sowell Financial Services first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q3 2019 and held it in 3 quarters.
Sowell Financial Services's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $66K in Q3 2019.
46 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.