UCFA
AFDM

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

United Capital Financial 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
Q3 		– Sell
-4,732
Closed -$253K – 1220
2020
Q2 		$253K Sell
4,732
-1,424
-23% -$71.3K ﹤0.01% 1036
2020
Q1 		$280K Sell
6,156
-146
-2% -$7.95K ﹤0.01% 987
2019
Q4 		$378K Sell
6,302
-1,398
-18% -$80.9K ﹤0.01% 1064
2019
Q3 		$429K Sell
7,700
-483
-6% -$26.8K ﹤0.01% 990
2019
Q2 		$464K Sell
8,183
-600
-7% -$34K ﹤0.01% 1071
2019
Q1 		$495K Sell
8,783
-601
-6% -$33.3K ﹤0.01% 981
2018
Q4 		$481K Sell
9,384
-1,744
-16% -$96.2K ﹤0.01% 931
2018
Q3 		$687K Sell
11,128
-2,342
-17% -$144K ﹤0.01% 885
2018
Q2 		$825K Sell
13,470
-4,019
-23% -$258K 0.01% 811
2018
Q1 		$1.12M Sell
17,489
-5,913
-25% -$387K 0.01% 754
2017
Q4 		$1.5M Sell
23,402
-3,657
-14% -$233K 0.01% 671
2017
Q3 		$1.71M Buy
27,059
+575
+2% +$35.5K 0.01% 621
2017
Q2 		$1.59M Buy
+26,484
New +$1.56M 0.01% 634

Other funds holding AFDM

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

United Capital Financial Advisors's AFDM Position: Q3 2020 in Review

United Capital Financial Advisors sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q3 2020, closing a stake of 4,732 shares — an estimated $253K sold.

United Capital Financial Advisors first reported a position in AFDM in Q2 2017 and held it in 13 quarters. The position peaked at $1.71M in Q3 2017. 44 funds tracked by Wall St. Rank hold AFDM as of Q3 2020.

  • United Capital Financial Advisors reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,732 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q3 2020, an estimated $253K.
  • United Capital Financial Advisors first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q2 2017 and held it in 13 quarters.
  • United Capital Financial Advisors's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $1.71M in Q3 2017.
  • 44 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.