First Tr Exch Traded Fund III (AFDM): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of AFDM (all 13F filers)
- Morgan Stanley362 KBank or trading desk+1,028
- Cetera Investment Advisers203 KWealth adviser+34 K
- Per Stirling Capital Management187 KType not verified+2,358
- Envestnet Asset Management172 KWealth adviser+16 K
- Prospera Financial Services129 KType not verified−12 K
- RiverFront Investment Group113 KType not verified−9,168
- Truist Financial88 KBank or trading desk+2,833
- Royal Bank of Canada48 KBank or trading desk+3,123
- UBS Group42 KBank or trading desk+11 K
- Jane Street Group23 KBank or trading desk−1,910
- Shares
- 362 K
- Change
- +1,028
See more
- Type
- Bank or trading desk
- Value
- $31.5M
- Shares
- 203 K
- Change
- +34 K
See more
- Type
- Wealth adviser
- Value
- $17.7M
- Shares
- 187 K
- Change
- +2,358
See more
- Type
- Type not verified
- Value
- $16.2M
- Shares
- 172 K
- Change
- +16 K
See more
- Type
- Wealth adviser
- Value
- $14.9M
- Shares
- 129 K
- Change
- −12 K
See more
- Type
- Type not verified
- Value
- $11.3M
- Shares
- 113 K
- Change
- −9,168
See more
- Type
- Type not verified
- Value
- $9.8M
- Shares
- 88 K
- Change
- +2,833
See more
- Type
- Bank or trading desk
- Value
- $7.7M
- Shares
- 48 K
- Change
- +3,123
See more
- Type
- Bank or trading desk
- Value
- $4.2M
- Shares
- 42 K
- Change
- +11 K
See more
- Type
- Bank or trading desk
- Value
- $3.6M
- Shares
- 23 K
- Change
- −1,910
See more
- Type
- Bank or trading desk
- Value
- $2.0M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Truist Financial1.3%(fell below 5%)13G · amendmentfiling ↗Event: Sep 30, 2026 · filed: Oct 22, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗