AFDM Institutional Ownership
First Trust Active Factor International ETF
1W: -1.2%
1M: -4.2%
YTD: -3.4%
$88.98
+0.83 (+0.94%)
Weekly Expected Move ±1.7%
$86
$87
$89
$91
$92
Overview
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Holdings
Changes
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Institutional Ownership — AFDM
57
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
132M
Total Invested
11
New Positions
13
Increased
14
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (57 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 362,149 | $32M | +1,028 | +0.3% | 38Q | SEC ↗ |
| 2 | Cetera Investment Advisers | 202,982 | $18M | +34,432 | +20.4% | 10Q | SEC ↗ |
| 3 | Per Stirling Capital Management, LLC. | 186,554 | $17M | +2,358 | +1.3% | 15Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 171,614 | $15M | +15,988 | +10.3% | 30Q | SEC ↗ |
| 5 | Prospera Financial Services Inc | 129,472 | $12M | -12,175 | -8.6% | 23Q | SEC ↗ |
| 6 | RiverFront Investment Group, LLC | 112,606 | $10M | -9,168 | -7.5% | 40Q | SEC ↗ |
| 7 | TRUIST FINANCIAL CORP | 88,344 | $8M | +2,833 | +3.3% | 27Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 48,096 | $4M | +3,123 | +6.9% | 41Q | SEC ↗ |
| 9 | UBS Group AG | 41,732 | $4M | +11,319 | +37.2% | 38Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 22,875 | $2M | -1,910 | -7.7% | 5Q | SEC ↗ |
| 11 | Cerity Partners LLC | 21,741 | $2M | +601 | +2.8% | 5Q | SEC ↗ |
| 12 | LPL Financial LLC | 17,909 | $2M | -3,313 | -15.6% | 41Q | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 13,969 | $1M | -403 | -2.8% | 39Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 13,194 | $1M | -36 | -0.3% | 7Q | SEC ↗ |
| 15 | DAVENPORT & Co LLC | 12,095 | $1M | +732 | +6.4% | 15Q | SEC ↗ |
| 16 | Stratos Wealth Advisors, LLC NEW | 7,528 | $670K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Walkner Condon Financial Advisors LLC | 6,182 | $550K | +5 | +0.1% | 18Q | SEC ↗ |
| 18 | CENTRAL TRUST Co | 5,969 | $531K | — | +0.0% | 21Q | SEC ↗ |
| 19 | Janney Montgomery Scott LLC NEW | 5,651 | $503K | — | +0.0% | 1Q | SEC ↗ |
| 20 | EWA, LLC NEW | 5,612 | $499K | — | +0.0% | 1Q | SEC ↗ |
| 21 | STIFEL FINANCIAL CORP | 3,982 | $354K | +1 | +0.0% | 6Q | SEC ↗ |
| 22 | Dana Investment Advisors, Inc. | 3,798 | $338K | — | +0.0% | 14Q | SEC ↗ |
| 23 | CITADEL ADVISORS LLC NEW | 3,532 | $314K | — | +0.0% | 1Q | SEC ↗ |
| 24 | GAMMA Investing LLC | 3,471 | $309K | — | +0.0% | 9Q | SEC ↗ |
| 25 | MONEYWISE, INC. | 3,458 | $308K | — | +0.0% | 26Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 3,193 | $284K | +918 | +40.4% | 26Q | SEC ↗ |
| 27 | Strategic Equity Management | 2,920 | $260K | — | +0.0% | 6Q | SEC ↗ |
| 28 | Spartan Wealth Advisory Services LLC | 2,770 | $246K | -36 | -1.3% | 2Q | SEC ↗ |
| 29 | FULTON BREAKEFIELD BROENNIMAN LLC | 2,658 | $237K | — | +0.0% | 4Q | SEC ↗ |
| 30 | FIRST TRUST ADVISORS LP | 2,551 | $227K | — | +0.0% | 3Q | SEC ↗ |
| 31 | Bison Wealth, LLC | 2,354 | $209K | — | +0.0% | 2Q | SEC ↗ |
| 32 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 2,261 | $201K | — | +0.0% | 1Q | SEC ↗ |
| 33 | FIDUCIARY FINANCIAL ADVISORS NEW | 1,088 | $97K | — | +0.0% | 1Q | SEC ↗ |
| 34 | HARBOUR INVESTMENTS, INC. | 946 | $84K | — | +0.0% | 17Q | SEC ↗ |
| 35 | LANARK FINANCIAL, INC. | 624 | $56K | — | +0.0% | 12Q | SEC ↗ |
| 36 | EVOLUTION WEALTH MANAGEMENT INC. | 546 | $49K | +75 | +15.9% | 5Q | SEC ↗ |
| 37 | BANK OF MONTREAL /CAN | 422 | $38K | — | +0.0% | 6Q | SEC ↗ |
| 38 | Elevated Capital Advisors, LLC | 417 | $37K | — | +0.0% | 3Q | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 310 | $28K | — | +0.0% | 4Q | SEC ↗ |
| 40 | Oakmont Advisory Group, LLC NEW | 289 | $26K | — | +0.0% | 1Q | SEC ↗ |
| 41 | NewEdge Advisors, LLC | 225 | $20K | — | +0.0% | 15Q | SEC ↗ |
| 42 | AE Wealth Management LLC | 185 | $16K | — | +0.0% | 2Q | SEC ↗ |
| 43 | Golden State Wealth Management, LLC | 170 | $15K | — | +0.0% | 7Q | SEC ↗ |
| 44 | ASSETMARK, INC | 170 | $15K | -30 | -15.0% | 6Q | SEC ↗ |
| 45 | Geneos Wealth Management Inc. | 150 | $13K | — | +0.0% | 5Q | SEC ↗ |
| 46 | JONES FINANCIAL COMPANIES LLLP NEW | 130 | $12K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Arax Advisory Partners | 121 | $11K | — | +0.0% | 2Q | SEC ↗ |
| 48 | INTERNATIONAL ASSETS INVESTMENT MANAGE NEW | 99 | $9K | — | +0.0% | 1Q | SEC ↗ |
| 49 | HANTZ FINANCIAL SERVICES, INC. | 65 | $6K | — | +0.0% | 3Q | SEC ↗ |
| 50 | Downshift Financial, LLC NEW | 60 | $5K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Stratos Wealth Advisors, LLC | 7,528 | $670K |
| Janney Montgomery Scott LLC | 5,651 | $503K |
| EWA, LLC | 5,612 | $499K |
| CITADEL ADVISORS LLC | 3,532 | $314K |
| COMPASS FINANCIAL MANAGEMENT LLC | 2,261 | $201K |
| FIDUCIARY FINANCIAL ADVISORS | 1,088 | $97K |
| Oakmont Advisory Group, LLC | 289 | $26K |
| JONES FINANCIAL COMPANIES LLLP | 130 | $12K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 99 | $9K |
| Downshift Financial, LLC | 60 | $5K |
| PNC Financial Services Group, Inc. | 2 | $0K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Orion Porfolio Solutions, LLC | 9,742 | $867K |
| GTS SECURITIES LLC | 8,650 | $770K |
| MAI Capital Management | 791 | $70K |
| Western Wealth Management, LLC | 453 | $40K |
| Advisory Services Network, LLC | 76 | $7K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | +34,432 | +20.4% | 202,982 |
| ENVESTNET ASSET MANAGEMENT INC | +15,988 | +10.3% | 171,614 |
| UBS Group AG | +11,319 | +37.2% | 41,732 |
| ROYAL BANK OF CANADA | +3,123 | +6.9% | 48,096 |
| TRUIST FINANCIAL CORP | +2,833 | +3.3% | 88,344 |
| Per Stirling Capital Management, LL | +2,358 | +1.3% | 186,554 |
| MORGAN STANLEY | +1,028 | +0.3% | 362,149 |
| OSAIC HOLDINGS, INC. | +918 | +40.4% | 3,193 |
| DAVENPORT & Co LLC | +732 | +6.4% | 12,095 |
| Cerity Partners LLC | +601 | +2.8% | 21,741 |
| EVOLUTION WEALTH MANAGEMENT INC. | +75 | +15.9% | 546 |
| Walkner Condon Financial Advisors L | +5 | +0.1% | 6,182 |
| STIFEL FINANCIAL CORP | +1 | +0.0% | 3,982 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Prospera Financial Services Inc | -12,175 | -8.6% | 129,472 |
| RiverFront Investment Group, LLC | -9,168 | -7.5% | 112,606 |
| LPL Financial LLC | -3,313 | -15.6% | 17,909 |
| JANE STREET GROUP, LLC | -1,910 | -7.7% | 22,875 |
| WELLS FARGO & COMPANY/MN | -1,282 | -99.9% | 1 |
| Baird Financial Group, Inc. | -403 | -2.8% | 13,969 |
| Spartan Wealth Advisory Services LL | -36 | -1.3% | 2,770 |
| RAYMOND JAMES FINANCIAL INC | -36 | -0.3% | 13,194 |
| ASSETMARK, INC | -30 | -15.0% | 170 |