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Disclosery

AFDM FIRST TR EXCH TRADED FD III

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RIVRFRNT DYN DEV (fund)

41 managers (41 13F filers) reported a position in AFDM shares at 2025-03-31, 1,347,671 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
41
13F filers
41
New
6
Added
11
Reduced
16
Sold out
4
Shares held by filers
1,347,671

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY367,032$24.4M<0.01%-13,09313F-HRTimelineGroup
Per Stirling Capital Management, LLC.197,533$13.1M1.89%+73,02313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC132,871$8.83M<0.01%+18,32513F-HRTimelineGroup
RiverFront Investment Group, LLC112,886$7.5M0.17%-132,14613F-HRTimeline
Prospera Financial Services Inc101,710$6.76M0.16%-3,35413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP81,762$5.44M0.01%-88213F-HRTimelineGroup
Cetera Investment Advisers79,138$5.26M0.01%+27,75013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,975$4.58M<0.01%-3,22713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG25,505$1.7M<0.01%-6813F-HRTimelineGroup
ERn Financial, LLC18,055$1.2M0.19%+3,55813F-HRTimeline
LPL Financial LLC16,425$1.09M<0.01%+32613F-HRTimeline
Claris Financial LLC17,578$1.08M0.71%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,840$987K<0.01%-44313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,162$809K<0.01%+23613F-HRTimelineGroup
Orion Porfolio Solutions, LLC11,533$767K0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC11,533$767K0.01%new13F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,247$748K<0.01%-6,14713F-HRTimelineGroup
DAVENPORT & Co LLC9,664$642K<0.01%-2313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,860$524K<0.01%-51813F-HRTimelineGroup
Walkner Condon Financial Advisors LLC6,135$408K0.08%+51113F-HRTimeline
CENTRAL TRUST Co6,065$403K0.01%-60713F-HRTimeline
LANARK FINANCIAL, INC.5,459$362K0.03%+5,45413F-HRTimeline
GAMMA Investing LLC5,011$333K0.02%-41913F-HR/ATimeline
Janney Montgomery Scott LLC3,812$253K<0.01%-33713F-HRTimeline
Dana Investment Advisors, Inc.3,798$252K0.01%013F-HRTimeline
MONEYWISE, INC.3,628$241K0.13%+113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,150$209K<0.01%new13F-HRTimelineGroup
Strategic Equity Management3,098$206K0.09%new13F-HRTimeline
Bison Wealth, LLC3,086$205K0.02%-89313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,001$133K<0.01%+1,61313F-HRTimelineGroup
COMERICA BANK1,094$72.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,084$72.1K<0.01%013F-HRTimeline
MAI Capital Management791$52.6K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/522$34.7K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC272$18.1K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC170$11.3K<0.01%013F-HR/ATimeline
AE Wealth Management LLC81$5.36K<0.01%+113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO66$4.39K<0.01%-36713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC35$2.33K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.4$266<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,23013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.