VFA
AFEM

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

Valeo Financial 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
2019
Q2 		– Sell
-375
Closed -$23K – 1642
2019
Q1 		$23K Buy
375
+2
+0.5% +$122 ﹤0.01% 750
2018
Q4 		$21K Hold
373
– – ﹤0.01% 698
2018
Q3 		$21K Buy
373
+4
+1% +$257 ﹤0.01% 763
2018
Q2 		$24K Buy
369
+102
+38% +$7.32K ﹤0.01% 714
2018
Q1 		$20K Buy
267
+128
+92% +$9.59K ﹤0.01% 716
2017
Q4 		$10K Buy
+139
New +$9.61K ﹤0.01% 842

Other funds holding AFEM

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
WFG
Wills Financial Group Richmond, Virginia $275M AUM 24.07% 1-Year Est. Return

Valeo Financial Advisors's AFEM Position: Q2 2019 in Review

Valeo Financial Advisors sold out of First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF (AFEM) in Q2 2019, closing a stake of 375 shares — an estimated $23K sold.

Valeo Financial Advisors first reported a position in AFEM in Q4 2017 and held it in 6 quarters. The position peaked at $24K in Q2 2018. 39 funds tracked by Wall St. Rank hold AFEM as of Q2 2019.

  • Valeo Financial Advisors reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position as of Q2 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 375 First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF shares in Q2 2019, an estimated $23K.
  • Valeo Financial Advisors first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF in Q4 2017 and held it in 6 quarters.
  • Valeo Financial Advisors's First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position peaked at $24K in Q2 2018.
  • 39 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF as of Q2 2019.

Based on Valeo Financial Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.