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

TRUADVICE’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
2023 Q3	–	Sell	-5,116	Closed	-$280K	–	274
2023 Q2	$280K	Sell	5,116 -1,139	-18%	-$61.3K	0.1%	192
2023 Q1	$330K	Buy	+6,255	New	+$335K	0.13%	160
2021 Q1	–	Sell	-11,026	Closed	-$805K	–	310
2020 Q4	$805K	Sell	11,026 -4,949	-31%	-$322K	0.25%	100
2020 Q3	$992K	Buy	+15,975	New	+$982K	0.41%	65

Other funds holding AFEM

RIG

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

KNW

Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

TRUADVICE's AFEM Position: Q3 2023 in Review

TRUADVICE sold out of First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF (AFEM) in Q3 2023, closing a stake of 5,116 shares — an estimated $280K sold.

TRUADVICE first reported a position in AFEM in Q3 2020 and held it in 4 quarters. The position peaked at $992K in Q3 2020. 33 funds tracked by Wall St. Rank hold AFEM as of Q3 2023.

TRUADVICE reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
TRUADVICE sold 5,116 First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF shares in Q3 2023, an estimated $280K.
TRUADVICE first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF in Q3 2020 and held it in 4 quarters.
TRUADVICE's First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position peaked at $992K in Q3 2020.
33 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.