Tyler-Stone Wealth Management’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Tyler-Stone Wealth Management’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
2023 Q3	–	Sell	-425	Closed	-$24K	–	943
2023 Q2	$24K	Buy	+425	New	+$24.3K	0.01%	453
2022 Q4	$23K	Hold	425	–	–	0.02%	429
2022 Q3	$20K	Hold	425	–	–	0.02%	439
2022 Q2	$23K	Hold	425	–	–	0.02%	427
2022 Q1	$28K	Hold	425	–	–	0.02%	424
2021 Q4	$31K	Buy	+425	New	+$30.7K	0.02%	431

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

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

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

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

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

KNW

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

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Tyler-Stone Wealth Management's AFDM Position: Q3 2023 in Review

Tyler-Stone Wealth Management sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q3 2023, closing a stake of 425 shares — an estimated $24K sold.

Tyler-Stone Wealth Management first reported a position in AFDM in Q4 2021 and held it in 6 quarters. The position peaked at $31K in Q4 2021. 45 funds tracked by Wall St. Rank hold AFDM as of Q3 2023.

Tyler-Stone Wealth Management reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q3 2023 after selling out during the quarter.
Tyler-Stone Wealth Management sold 425 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q3 2023, an estimated $24K.
Tyler-Stone Wealth Management first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q4 2021 and held it in 6 quarters.
Tyler-Stone Wealth Management's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $31K in Q4 2021.
45 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q3 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.