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

Stifel 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	$347K	Buy	3,982 +1	+0%	+$86	﹤0.01%	3209
2026 Q1	$327K	Buy	3,981 +538	+16%	+$45.3K	﹤0.01%	3129
2025 Q4	$277K	Sell	3,443 -172	-5%	-$13.4K	﹤0.01%	3204
2025 Q3	$277K	Buy	3,615 +461	+15%	+$34.5K	﹤0.01%	3162
2025 Q2	$230K	Buy	3,154 +4	+0.1%	+$278	﹤0.01%	3193
2025 Q1	$209K	Buy	+3,150	New	+$205K	﹤0.01%	3173
2024 Q4	–	Sell	-3,213	Closed	-$216K	–	3473
2024 Q3	$216K	Sell	3,213 -6	-0.2%	-$396	﹤0.01%	3118
2024 Q2	$205K	Buy	+3,219	New	+$207K	﹤0.01%	3105
2023 Q4	–	Sell	-4,277	Closed	-$238K	–	3405
2023 Q3	$238K	Buy	4,277 +578	+16%	+$33.1K	﹤0.01%	2907
2023 Q2	$211K	Buy	3,699 +25	+0.7%	+$1.43K	﹤0.01%	3015
2023 Q1	$207K	Buy	+3,674	New	+$203K	﹤0.01%	3039
2019 Q1	–	Sell	-4,455	Closed	-$226K	–	2843
2018 Q4	$226K	Sell	4,455 -45,692	-91%	-$2.52M	﹤0.01%	2400
2018 Q3	$3.09M	Buy	50,147 +4,390	+10%	+$270K	0.01%	1044
2018 Q2	$2.8M	Sell	45,757 -26,542	-37%	-$1.7M	0.01%	1046
2018 Q1	$4.62M	Buy	72,299 +15,478	+27%	+$1.01M	0.01%	821
2017 Q4	$3.64M	Buy	56,821 +5,216	+10%	+$332K	0.01%	895
2017 Q3	$3.25M	Buy	51,605 +17,368	+51%	+$1.07M	0.01%	915
2017 Q2	$2.07M	Buy	34,237 +28,909	+543%	+$1.71M	0.01%	1085
2017 Q1	$301K	Buy	+5,328	New	+$291K	﹤0.01%	2090

Other funds holding AFDM

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

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

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

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

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

Stifel Financial's AFDM Position: Q2 2026 in Review

Stifel Financial increased its First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) stake by 0.03% in Q2 2026, buying an estimated $86 and bringing the position to 3,982 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #3209.

Stifel Financial first reported a position in AFDM in Q1 2017 and has held it in 19 quarters since. The position peaked at $4.62M in Q1 2018. 52 funds tracked by Wall St. Rank hold AFDM as of Q2 2026.

Stifel Financial held 3,982 shares of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF worth $347K as of Q2 2026.
Stifel Financial bought 1 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF share in Q2 2026, an estimated $86.
First Trust Exchange-Traded Fund III First Trust Active Factor International ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3209 holding.
Stifel Financial first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q1 2017 and has held it in 19 quarters since.
Stifel Financial's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $4.62M in Q1 2018.
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 Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.