WA
AFDM

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

WFG 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
2017
Q2 		$30K Hold
500
– – 0.01% 844
2017
Q1 		$28K Buy
+500
New +$27.3K 0.01% 812

Other funds holding AFDM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return

WFG Advisors's AFDM Position: Q2 2017 in Review

WFG Advisors held its First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) position steady in Q2 2017 at 500 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #844.

WFG Advisors first reported a position in AFDM in Q1 2017 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold AFDM as of Q2 2017.

  • WFG Advisors held 500 shares of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF worth $30K as of Q2 2017.
  • WFG Advisors left its First Trust Exchange-Traded Fund III First Trust Active Factor International ETF share count unchanged in Q2 2017.
  • First Trust Exchange-Traded Fund III First Trust Active Factor International ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #844 holding.
  • WFG Advisors first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q1 2017 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.