AFDM institutional holders

FIRST TR EXCH TRADED FD III · 13F, 2026Q2

Managers holding52
Shares held1,519,242
Reported value$132.3m
Quarter flows11 new, 13 added, 9 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY362,149$31.5m0.0%
Cetera Investment Advisers202,982$17.7m0.0%
Per Stirling Capital Management, LLC.186,554$16.2m1.5%
ENVESTNET ASSET MANAGEMENT INC171,614$14.9m0.0%
Prospera Financial Services Inc129,472$11.3m0.2%
RiverFront Investment Group, LLC112,606$9.8m0.1%
TRUIST FINANCIAL CORP88,344$7.7m0.0%
ROYAL BANK OF CANADA48,096$4.2m0.0%
UBS Group AG41,732$3.6m0.0%
JANE STREET GROUP, LLC22,875$2.0m0.0%
Cerity Partners LLC21,741$1.9m0.0%
LPL Financial LLC17,909$1.6m0.0%
Baird Financial Group, Inc.13,969$1.2m0.0%
RAYMOND JAMES FINANCIAL INC13,194$1.1m0.0%
DAVENPORT & Co LLC12,095$1.1m0.0%
Stratos Wealth Advisors, LLC7,528$655,5470.0%
Walkner Condon Financial Advisors LLC6,182$538,3350.1%
CENTRAL TRUST Co5,969$519,7880.0%
Janney Montgomery Scott LLC5,651$492,0000.0%
EWA, LLC5,612$488,6990.1%
STIFEL FINANCIAL CORP3,982$346,8020.0%
Dana Investment Advisors, Inc.3,798$330,7340.0%
CITADEL ADVISORS LLC3,532$307,5700.0%
GAMMA Investing LLC3,471$302,2590.0%
MONEYWISE, INC.3,458$301,1290.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("AFDM"). AFDM price history · All 13F data

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