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Disclosery

AFDM FIRST TR EXCH TRADED FD III

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RIVRFRNT DYN DEV (fund)

40 managers (40 13F filers) reported a position in AFDM shares at 2024-12-31, 1,401,468 shares in all. 2 filers opened a position and 6 filers sold out during the quarter.

Managers
40
13F filers
40
New
2
Added
8
Reduced
17
Sold out
6
Shares held by filers
1,401,468

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY380,125$23.4M<0.01%-18,89813F-HR/ATimelineGroup
RiverFront Investment Group, LLC245,032$15.1M0.34%-63,08413F-HRTimeline
Per Stirling Capital Management, LLC.124,510$7.65M1.09%+6,47213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC114,546$7.04M<0.01%-17,13113F-HRTimelineGroup
Prospera Financial Services Inc105,064$6.46M0.15%-20,53513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP82,644$5.08M0.01%-21,50813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA72,202$4.44M<0.01%-11,45013F-HRTimelineGroup
Cetera Investment Advisers51,388$3.16M0.01%+16,20213F-HRTimeline
UBS Group AGin group UBS Group AG25,573$1.57M<0.01%-1,67013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,200$1.49M<0.01%+14,25313F-HRTimelineGroup
Claris Financial LLC17,578$1.08M0.71%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,394$1.07M<0.01%+4,59613F-HRTimelineGroup
LPL Financial LLC16,099$989K<0.01%-38513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.15,283$939K<0.01%+70713F-HRTimelineGroup
FLOW TRADERS U.S. LLC14,525$893K0.04%-64,09213F-HRTimeline
ERn Financial, LLC14,497$891K0.13%+52413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,917$737K0.01%-2,09413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,926$733K<0.01%13F-HR/ATimelineGroup
DAVENPORT & Co LLC9,687$595K<0.01%-1,09513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,378$517K<0.01%-5,78413F-HR/ATimelineGroup
CENTRAL TRUST Co6,672$410K0.01%-62113F-HRTimeline
Walkner Condon Financial Advisors LLC5,624$346K0.07%+813F-HRTimeline
GAMMA Investing LLC5,430$334K0.03%+85213F-HRTimeline
Janney Montgomery Scott LLC4,149$255K<0.01%-1,67913F-HRTimeline
Bison Wealth, LLC3,979$245K0.03%13F-HRTimeline
Dana Investment Advisors, Inc.3,798$233K0.01%013F-HRTimeline
MONEYWISE, INC.3,627$223K0.11%-14,90513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,230$77.6K<0.01%013F-HRTimeline
COMERICA BANK1,094$67.2K<0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.1,084$66.6K<0.01%013F-HRTimeline
MAI Capital Management791$48.6K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO433$26.6K<0.01%-6513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN388$23.9K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC272$16.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC170$10.4K<0.01%13F-HRTimeline
AE Wealth Management LLC80$4.94K<0.01%new13F-HRTimeline
AlphaMark Advisors, LLC50$3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC20$1.23K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.5$3350.03%-5,45413F-HRTimeline
AMERIFLEX GROUP, INC.4$255<0.01%13F-HRTimeline