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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 2025-06-30, 1,375,988 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
41
13F filers
41
New
6
Added
12
Reduced
12
Sold out
6
Shares held by filers
1,375,988

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY353,186$25.8M<0.01%-13,84613F-HRTimelineGroup
Per Stirling Capital Management, LLC.205,166$15M1.95%+7,63313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC147,934$10.8M<0.01%+15,06313F-HRTimelineGroup
Prospera Financial Services Inc129,880$9.47M0.18%+28,17013F-HRTimeline
RiverFront Investment Group, LLC124,939$9.11M0.18%+12,05313F-HRTimeline
Cetera Investment Advisers93,760$6.84M0.01%+14,62213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP93,715$6.83M0.01%+11,95313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,545$2.59M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,192$2.57M<0.01%-33,78313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG25,467$1.86M<0.01%-3813F-HRTimelineGroup
LPL Financial LLC18,723$1.37M<0.01%+2,29813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,813$1.3M<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,573$1.06M<0.01%-26713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,692$853K<0.01%-47013F-HRTimelineGroup
DAVENPORT & Co LLC10,190$743K<0.01%+52613F-HRTimeline
Orion Porfolio Solutions, LLC7,672$559K<0.01%-3,86113F-HR/ATimeline
Walkner Condon Financial Advisors LLC6,053$441K0.08%-8213F-HRTimeline
CENTRAL TRUST Co6,002$438K0.01%-6313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,845$354K<0.01%-3,01513F-HR/ATimelineGroup
GAMMA Investing LLC4,733$345K0.02%-27813F-HRTimeline
Janney Montgomery Scott LLC4,100$299K<0.01%+28813F-HRTimeline
Dana Investment Advisors, Inc.3,798$277K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3,759$274K0.02%-1,70013F-HRTimeline
MONEYWISE, INC.3,636$265K0.12%+813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,154$230K<0.01%+413F-HRTimelineGroup
Strategic Equity Management3,098$226K0.08%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,001$146K<0.01%013F-HRTimelineGroup
COMERICA BANK1,094$79.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.946$69K<0.01%-13813F-HRTimeline
MAI Capital Management791$57.7K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/522$38.1K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.464$33.8K0.04%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…400$29.2K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/307$22.4K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC272$19.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC170$12.4K<0.01%+13513F-HRTimelineGroup
Golden State Wealth Management, LLC170$12.4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.150$10.9K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd72$5.25K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.4$289<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.