WIA
AFDM

Wetzel Investment Advisors’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-358
Closed -$23K – 721
2024
Q2 		$23K Buy
358
+94
+36% +$6.04K 0.01% 325
2024
Q1 		$16.3K Sell
264
-94
-26% -$5.84K 0.01% 418
2023
Q4 		$22K Buy
+358
New +$20.4K 0.01% 365

Other funds holding AFDM

Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wetzel Investment Advisors's AFDM Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q3 2024, closing a stake of 358 shares — an estimated $23K sold.

Wetzel Investment Advisors first reported a position in AFDM in Q4 2023 and held it in 3 quarters. The position peaked at $23K in Q2 2024. 41 funds tracked by Wall St. Rank hold AFDM as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 358 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q3 2024, an estimated $23K.
  • Wetzel Investment Advisors first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $23K in Q2 2024.
  • 41 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.