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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 2025-09-30, 1,419,614 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
41
13F filers
41
New
4
Added
11
Reduced
12
Sold out
3
Shares held by filers
1,419,614

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY352,034$27M<0.01%-1,15213F-HR/ATimelineGroup
Per Stirling Capital Management, LLC.200,927$15.4M1.84%-4,23913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC147,433$11.3M<0.01%-50113F-HRTimelineGroup
Prospera Financial Services Inc137,127$10.5M0.18%+7,24713F-HRTimeline
RiverFront Investment Group, LLC123,559$9.48M0.17%-1,38013F-HRTimeline
Cetera Investment Advisers115,613$8.87M0.01%+21,85313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP92,430$7.09M0.01%-1,28513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA36,149$2.77M<0.01%+95713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,470$2.41M<0.01%-4,07513F-HRTimelineGroup
UBS Group AGin group UBS Group AG28,596$2.19M<0.01%+3,12913F-HRTimelineGroup
LPL Financial LLC19,863$1.52M<0.01%+1,14013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,255$1.48M<0.01%+1,44213F-HRTimelineGroup
Claris Financial LLC16,787$1.29M0.73%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,398$1.1M<0.01%-17513F-HRTimelineGroup
Orion Porfolio Solutions, LLC11,470$880K0.01%+3,79813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,459$879K<0.01%-23313F-HRTimelineGroup
DAVENPORT & Co LLC10,190$782K<0.01%013F-HRTimeline
Walkner Condon Financial Advisors LLC6,082$467K0.07%+2913F-HRTimeline
Janney Montgomery Scott LLC6,080$466K<0.01%+1,98013F-HRTimeline
CENTRAL TRUST Co5,998$460K0.01%-413F-HRTimeline
GAMMA Investing LLC4,733$363K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,458$342K<0.01%-38713F-HRTimelineGroup
Dana Investment Advisors, Inc.3,798$291K0.01%013F-HRTimeline
MONEYWISE, INC.3,636$279K0.13%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,615$277K<0.01%+46113F-HRTimelineGroup
Strategic Equity Management3,098$238K0.09%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,658$204K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.2,324$178K0.01%-1,43513F-HRTimeline
HARBOUR INVESTMENTS, INC.946$72.6K<0.01%013F-HRTimeline
MAI Capital Management791$60.7K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/522$40K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.464$35.6K0.04%013F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…400$30.7K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…310$23.8K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC272$20.9K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC200$15.3K<0.01%+3013F-HRTimelineGroup
Golden State Wealth Management, LLC170$13K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.150$11.5K<0.01%013F-HRTimeline
Advisory Services Network, LLC76$5.83K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd72$5.52K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$69<0.01%-2,00013F-HRTimelineGroup