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First Trust Active Factor International ETF (AFDM) Institutional Ownership

First Trust Active Factor International ETF logo
$89.33 +0.73 (+0.82%)
As of 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Active Factor International ETF (NASDAQ:AFDM)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$11.44M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$1.81M
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AFDM Institutional Buying and Selling by Quarter

First Trust Active Factor International ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026GAMMA Investing LLC8,197$729K0.0%+136.2%0.725%
9/23/2026Envestnet Asset Management Inc.171,614$14.94M0.0%+10.3%15.187%
9/9/2026Baird Financial Group Inc.13,969$1.22M0.0%-2.8%0.768%
9/2/2026Citadel Advisors LLC3,532$308K0.0%N/A0.194%
8/22/2026Compass Financial Management LLC2,261$197K0.0%N/A0.124%
8/12/2026Compass Financial Management LLC2,261$197K0.0%N/A0.124%
5/19/2026Western Wealth Management LLC453$37K0.0%N/A0.026%
5/18/2026Royal Bank of Canada44,973$3.69M0.0%+7.1%2.541%
5/13/2026Cetera Investment Advisers168,550$13.84M0.0%+21.5%9.523%
5/7/2026Spartan Wealth Advisory Services LLC2,806$230K0.0%N/A0.159%
4/30/2026Elevated Capital Advisors LLC417$34K0.0%-69.7%0.024%
2/19/2026Claris Financial LLC16,862$1.36M0.7%N/A0.980%
2/17/2026Cetera Investment Advisers138,746$11.17M0.0%+20.0%8.067%
2/17/2026Osaic Holdings Inc.4,211$340K0.0%-5.5%0.245%
2/17/2026Royal Bank of Canada41,994$3.38M0.0%+16.2%2.442%
2/13/2026Stifel Financial Corp3,443$277K0.0%-4.8%0.200%
2/13/2026First Trust Advisors LP2,551$205K0.0%N/A0.148%
2/13/2026Wells Fargo & Company MN1,372$110K0.0%+137,100.0%0.080%
2/12/2026Jane Street Group LLC22,364$1.80M0.0%-28.9%1.300%
2/11/2026Cerity Partners LLC19,893$1.60M0.0%+3.3%1.157%
2/11/2026LPL Financial LLC20,180$1.63M0.0%+1.6%1.173%
2/9/2026Strategic Equity Management2,920$235K0.1%-5.7%0.170%
2/9/2026Prospera Financial Services Inc142,973$11.51M0.2%+4.3%8.312%
2/5/2026Moneywise Inc.3,458$278K0.1%-4.9%0.201%
2/2/2026Truist Financial Corp88,284$7.11M0.0%-4.5%5.133%
1/29/2026UBS Group AG27,516$2.22M0.0%-3.8%1.600%
1/27/2026Elevated Capital Advisors LLC1,378$111K0.0%N/A0.080%
11/14/2025Raymond James Financial Inc.11,459$879K0.0%-2.0%0.666%
11/13/2025UBS Group AG28,596$2.19M0.0%+12.3%1.663%
11/12/2025Per Stirling Capital Management LLC.200,927$15.41M1.8%-2.1%11.682%
11/12/2025Orion Porfolio Solutions LLC11,470$880K0.0%+49.5%0.667%
11/6/2025Prospera Financial Services Inc137,127$10.52M0.2%+5.6%7.973%
11/5/2025Envestnet Asset Management Inc.147,433$11.31M0.0%-0.3%8.572%
11/3/2025Truist Financial Corp92,430$7.09M0.0%-1.4%5.374%
10/16/2025Fulton Breakefield Broenniman LLC2,658$204K0.0%N/A0.155%
9/4/2025Osaic Holdings Inc.4,845$354K0.0%-38.4%0.290%
8/29/2025Evolution Wealth Management Inc.464$34K0.0%N/A0.028%
8/27/2025Orion Porfolio Solutions LLC7,672$559K0.0%-33.5%0.459%
8/15/2025Orion Porfolio Solutions LLC7,672$559K0.0%-33.5%0.459%
8/14/2025Jane Street Group LLC35,545$2.59M0.0%N/A2.128%
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8/14/2025Raymond James Financial Inc.11,692$853K0.0%-3.9%0.700%
8/14/2025Cerity Partners LLC17,813$1.30M0.0%N/A1.067%
8/13/2025Per Stirling Capital Management LLC.205,166$14.96M2.0%+3.9%12.285%
8/13/2025Baird Financial Group Inc.14,573$1.06M0.0%-1.8%0.873%
8/12/2025RiverFront Investment Group LLC124,939$9.11M0.2%+10.7%7.481%
8/8/2025Cetera Investment Advisers93,760$6.84M0.0%+18.5%5.614%
8/6/2025Prospera Financial Services Inc129,880$9.47M0.2%+27.7%7.777%
8/1/2025Envestnet Asset Management Inc.147,934$10.79M0.0%+11.3%8.858%
7/28/2025Harbour Investments Inc.946$69K0.0%-12.7%0.057%
7/22/2025DAVENPORT & Co LLC10,190$743K0.0%+5.4%0.610%
7/21/2025Ameritas Advisory Services LLC400$29K0.0%N/A0.024%
7/18/2025Truist Financial Corp93,715$6.83M0.0%+14.6%5.612%
7/17/2025Janney Montgomery Scott LLC4,100$299K0.0%+7.6%0.246%
7/14/2025GAMMA Investing LLC4,733$345K0.0%-5.5%0.283%
5/15/2025Royal Bank of Canada68,975$4.59M0.0%-4.5%4.258%
5/15/2025Baird Financial Group Inc.14,840$987K0.0%-2.9%0.916%
5/14/2025Per Stirling Capital Management LLC.197,533$13.13M1.9%+58.6%12.193%
5/6/2025Cetera Investment Advisers79,138$5.26M0.0%+54.0%4.885%
4/29/2025Envestnet Asset Management Inc.132,871$8.83M0.0%+16.0%8.202%
4/23/2025Walkner Condon Financial Advisors LLC6,135$408K0.1%+9.1%0.379%
4/21/2025ERn Financial LLC18,055$1.20M0.2%+24.5%1.115%
4/18/2025CENTRAL TRUST Co6,065$403K0.0%-9.1%0.374%
4/17/2025Janney Montgomery Scott LLC3,812$253K0.0%-8.1%0.235%
4/15/2025Strategic Equity Management3,098$206K0.1%N/A0.191%
4/15/2025GAMMA Investing LLC5,011$333K0.0%-7.7%0.309%
4/9/2025NBC Securities Inc.5,459$362K0.0%+109,080.0%0.348%
4/7/2025GAMMA Investing LLC333,131$22.15M0.0%+6,035.0%21.219%
2/25/2025Armis Advisers LLC3,979$245K0.0%N/A0.231%
2/17/2025Cetera Investment Advisers51,388$3.16M0.0%+46.0%2.988%
2/17/2025Baird Financial Group Inc.15,283$939K0.0%+4.9%0.889%
2/17/2025Benjamin Edwards Inc.11,917$737K0.0%-14.9%0.693%
2/14/2025Jane Street Group LLC24,200$1.49M0.0%+143.3%1.407%
2/13/2025Raymond James Financial Inc.11,926$733K0.0%N/A0.693%
2/13/2025Envestnet Asset Management Inc.114,546$7.04M0.0%-13.0%6.660%
2/12/2025RiverFront Investment Group LLC245,032$15.06M0.3%-20.5%14.246%
2/11/2025LPL Financial LLC16,099$989K0.0%-2.3%0.936%
2/6/2025Raymond James Financial Inc.11,926$733K0.0%N/A0.693%
1/31/2025Truist Financial Corp82,644$5.08M0.0%-20.7%4.805%
1/27/2025Moneywise Inc.3,627$223K0.1%-80.4%0.211%
1/24/2025CENTRAL TRUST Co6,672$410K0.0%-8.5%0.388%
1/24/2025DAVENPORT & Co LLC9,687$595K0.0%-10.2%0.563%
1/17/2025Janney Montgomery Scott LLC4,149$255K0.0%-28.8%0.248%
1/14/2025ERn Financial LLC14,497$891K0.1%+3.8%0.868%
1/3/2025GAMMA Investing LLC5,430$334K0.0%+18.6%0.290%
11/15/2024Jane Street Group LLC9,947$670K0.0%-72.2%0.532%
11/15/2024Benjamin Edwards Inc.14,011$949K0.0%N/A0.749%
11/14/2024Flow Traders U.S. LLC78,617$5.30M0.3%+889.9%4.204%
11/7/2024Prospera Financial Services Inc125,599$8.46M0.2%-0.4%6.717%
10/31/2024Walkner Condon Financial Advisors LLC5,616$378K0.1%-10.2%0.300%
10/21/2024Moneywise Inc.18,532$1.25M0.6%-4.7%0.991%
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10/16/2024ERn Financial LLC13,973$941K0.1%+2.7%0.747%
10/7/2024GAMMA Investing LLC4,578$308K0.0%+80.0%0.245%
8/28/2024RiverFront Investment Group LLC313,228$19.93M0.5%-5.6%16.750%
8/22/2024Cetera Investment Advisers18,625$1.19M0.0%+274.0%0.996%
8/21/2024Truist Financial Corp107,768$6.86M0.0%-2.2%5.763%
8/13/2024Benjamin F. Edwards & Company Inc.13,898$884K0.0%-28.0%0.743%
8/8/2024Envestnet Asset Management Inc.130,963$8.33M0.0%+9.2%7.003%
8/1/2024Elevated Capital Advisors LLC26,370$1.68M0.5%-3.3%1.373%
7/31/2024Strategic Equity Management5,233$333K0.2%N/A0.273%
7/26/2024Walkner Condon Financial Advisors LLC6,257$398K0.1%+2.5%0.326%


AFDM Institutional Ownership - Frequently Asked Questions

During the previous two years, 40 institutional investors and hedge funds held shares of First Trust Active Factor International ETF. The most heavily invested institutionals were Per Stirling Capital Management LLC. ($15.41M), Envestnet Asset Management Inc. ($14.94M), Cetera Investment Advisers ($13.84M), Prospera Financial Services Inc ($11.51M), RiverFront Investment Group LLC ($9.11M), Truist Financial Corp ($7.11M), and Flow Traders U.S. LLC ($5.30M).Learn more on First Trust Active Factor International ETF's institutional investors.

Of the 35 institutional investors that purchased First Trust Active Factor International ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($333.28K), Cetera Investment Advisers ($111.51K), Per Stirling Capital Management LLC. ($80.66K), Flow Traders U.S. LLC ($70.68K), Jane Street Group LLC ($49.80K), Envestnet Asset Management Inc. ($49.38K), and Prospera Financial Services Inc ($41.26K).

Institutional investors have bought a total of 139,583 shares in the last 24 months. This purchase volume represents approximately $11.44M in transactions.

Of the 12 institutional investors that sold First Trust Active Factor International ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($9.11K), Truist Financial Corp ($5.43K), Per Stirling Capital Management LLC. ($4.24K), UBS Group AG ($1.08K), Elevated Capital Advisors LLC ($961.00), Envestnet Asset Management Inc. ($501.00), and Baird Financial Group Inc. ($403.00).

Institutional investors have sold a total of 22,729 shares in the last 24 months. This volume of shares sold represents approximately $1.81M in transactions.


Related Companies

Institutional ownership data for NASDAQ:AFDM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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