WA
AFEM

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

WFG 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
2017
Q2 		$40K Sell
650
-50
-7% -$3.07K 0.01% 755
2017
Q1 		$42K Buy
700
+200
+40% +$11.6K 0.01% 707
2016
Q4 		$26K Hold
500
– – 0.01% 872
2016
Q3 		$28K Buy
+500
New +$28.1K 0.01% 860

Other funds holding AFEM

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
WFG
Wills Financial Group Richmond, Virginia $275M AUM 24.07% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

WFG Advisors's AFEM Position: Q2 2017 in Review

WFG Advisors reduced its First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF (AFEM) stake by 7.1% in Q2 2017, selling an estimated $3.07K and leaving 650 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #755.

WFG Advisors first reported a position in AFEM in Q3 2016 and has held it in 4 quarters since. The position peaked at $42K in Q1 2017. 20 funds tracked by Wall St. Rank hold AFEM as of Q2 2017.

  • WFG Advisors held 650 shares of First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF worth $40K as of Q2 2017.
  • WFG Advisors sold 50 First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF shares in Q2 2017, an estimated $3.07K.
  • First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #755 holding.
  • WFG Advisors first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF in Q3 2016 and has held it in 4 quarters since.
  • WFG Advisors's First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position peaked at $42K in Q1 2017.
  • 20 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF as of Q2 2017.

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