WC
AFDM

Whitney & Co’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Whitney & Co’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
2018
Q4 		– Sell
-1,500
Closed -$85K – 373
2018
Q3 		$85K Buy
+1,500
New +$92.4K 0.02% 146

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
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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Whitney & Co's AFDM Position: Q4 2018 in Review

Whitney & Co sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q4 2018, closing a stake of 1,500 shares — an estimated $85K sold.

Whitney & Co first reported a position in AFDM in Q3 2018 and held it in 1 quarter. The position peaked at $85K in Q3 2018. 58 funds tracked by Wall St. Rank hold AFDM as of Q4 2018.

  • Whitney & Co reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 1,500 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q4 2018, an estimated $85K.
  • Whitney & Co first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q3 2018 and held it in 1 quarter.
  • Whitney & Co's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $85K in Q3 2018.
  • 58 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.