TRUE Private Wealth Advisors’s First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF AFEM Stock Holding History

TRUE Private Wealth Advisors’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 Q1	–	Sell	-442	Closed	-$28K	–	802
2019 Q4	$28K	Buy	+442	New	+$27K	﹤0.01%	438
2019 Q3	–	Sell	-526	Closed	-$32K	–	608
2019 Q2	$32K	Buy	+526	New	+$32.2K	0.01%	395
2018 Q4	–	Sell	-755	Closed	-$47.1K	–	762
2018 Q3	$47.1K	Buy	+755	New	+$48.5K	0.01%	471

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

APWM

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

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

TRUE Private Wealth Advisors sold out of First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF (AFEM) in Q1 2020, closing a stake of 442 shares — an estimated $28K sold.

TRUE Private Wealth Advisors first reported a position in AFEM in Q3 2018 and held it in 3 quarters. The position peaked at $47.1K in Q3 2018. 36 funds tracked by Wall St. Rank hold AFEM as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 442 First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF shares in Q1 2020, an estimated $28K.
TRUE Private Wealth Advisors first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets 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 Emerging Markets ETF position peaked at $47.1K in Q3 2018.
36 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF as of Q1 2020.

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