TRUE Private Wealth Advisors’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

TRUE Private Wealth Advisors’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 Q1	–	Sell	-781	Closed	-$46K	–	801
2019 Q4	$46K	Buy	+781	New	+$45.2K	0.01%	383
2019 Q3	–	Sell	-997	Closed	-$56K	–	607
2019 Q2	$56K	Buy	+997	New	+$56.4K	0.01%	326
2018 Q4	–	Sell	-1,987	Closed	-$123K	–	761
2018 Q3	$123K	Buy	+1,987	New	+$122K	0.02%	321

Other funds holding AFDM

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

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

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

CWM

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

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

TRUE Private Wealth Advisors's AFDM Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q1 2020, closing a stake of 781 shares — an estimated $46K sold.

TRUE Private Wealth Advisors first reported a position in AFDM in Q3 2018 and held it in 3 quarters. The position peaked at $123K in Q3 2018. 46 funds tracked by Wall St. Rank hold AFDM as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 781 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q1 2020, an estimated $46K.
TRUE Private Wealth Advisors first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q3 2018 and held it in 3 quarters.
TRUE Private Wealth Advisors's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $123K in Q3 2018.
46 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.