SPIA
AFDM

Steward Partners Investment Advisory’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Steward Partners Investment Advisory’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
2024
Q4 		– Sell
-250
Closed -$16.8K – 4074
2024
Q3 		$16.8K Hold
250
– – ﹤0.01% 2728
2024
Q2 		$15.9K Hold
250
– – ﹤0.01% 2613
2024
Q1 		$16.1K Hold
250
– – ﹤0.01% 2614
2023
Q4 		$15.3K Hold
250
– – ﹤0.01% 2524
2023
Q3 		$13.9K Hold
250
– – ﹤0.01% 2464
2023
Q2 		$14.3K Hold
250
– – ﹤0.01% 2443
2023
Q1 		$14.1K Hold
250
– – ﹤0.01% 2405
2022
Q4 		$13.3K Hold
250
– – ﹤0.01% 2439
2022
Q3 		$12K Hold
250
– – ﹤0.01% 2453
2022
Q2 		$13K Sell
250
-49,304
-99% -$2.95M ﹤0.01% 2421
2022
Q1 		$3.24M Buy
49,554
+3,434
+7% +$229K 0.05% 356
2021
Q4 		$3.37M Buy
46,120
+45,720
+11,430% +$3.3M 0.05% 345
2021
Q3 		$28K Hold
400
– – ﹤0.01% 2176
2021
Q2 		$28K Hold
400
– – ﹤0.01% 4387
2021
Q1 		$26.2K Hold
400
– – ﹤0.01% 2343
2020
Q4 		$26K Buy
400
+250
+167% +$14.9K ﹤0.01% 1968
2020
Q3 		$8K Hold
150
– – ﹤0.01% 2225
2020
Q2 		$8K Sell
150
-164
-52% -$8.21K ﹤0.01% 2132
2020
Q1 		$14K Hold
314
– – ﹤0.01% 1738
2019
Q4 		$18K Buy
314
+150
+91% +$8.68K ﹤0.01% 1806
2019
Q3 		$9K Hold
164
– – ﹤0.01% 2054
2019
Q2 		$9K Buy
+164
New +$9.28K ﹤0.01% 2036
2018
Q4 		– Sell
-390
Closed -$24K – 1841
2018
Q3 		$24K Sell
390
-237
-38% -$14.6K ﹤0.01% 1482
2018
Q2 		$38K Sell
627
-337
-35% -$21.6K ﹤0.01% 1206
2018
Q1 		$61K Hold
964
– – ﹤0.01% 932
2017
Q4 		$61K Buy
964
+561
+139% +$35.7K ﹤0.01% 772
2017
Q3 		$25K Buy
+403
New +$24.9K ﹤0.01% 880

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
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Steward Partners Investment Advisory's AFDM Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q4 2024, closing a stake of 250 shares — an estimated $16.8K sold.

Steward Partners Investment Advisory first reported a position in AFDM in Q3 2017 and held it in 27 quarters. The position peaked at $3.37M in Q4 2021. 40 funds tracked by Wall St. Rank hold AFDM as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 250 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q4 2024, an estimated $16.8K.
  • Steward Partners Investment Advisory first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q3 2017 and held it in 27 quarters.
  • Steward Partners Investment Advisory's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $3.37M in Q4 2021.
  • 40 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.