Sowell Financial Services’s First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF AFEM Stock Holding History

Sowell Financial Services’s Portfolio AFEM Stock Details AFEM 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	–	2630
2020 Q1	$5K	Sell	100 -214	-68%	-$12.7K	﹤0.01%	1830
2019 Q4	$20K	Sell	314 -399	-56%	-$24.4K	﹤0.01%	1442
2019 Q3	$41K	Buy	+713	New	+$42.3K	﹤0.01%	1062

Other funds holding AFEM

RIG

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

APWM

Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return

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

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

Sowell Financial Services first reported a position in AFEM in Q3 2019 and held it in 3 quarters. The position peaked at $41K in Q3 2019. 33 funds tracked by Wall St. Rank hold AFEM as of Q2 2020.

Sowell Financial Services reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets 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 Emerging Markets 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 Emerging Markets ETF in Q3 2019 and held it in 3 quarters.
Sowell Financial Services's First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position peaked at $41K in Q3 2019.
33 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF as of Q2 2020.

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