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Disclosery

AFDM FIRST TR EXCH TRADED FD III

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RIVRFRNT DYN DEV (fund)

42 managers (42 13F filers) reported a position in AFDM shares at 2025-12-31, 1,444,157 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
42
13F filers
42
New
3
Added
12
Reduced
14
Sold out
2
Shares held by filers
1,444,157

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY351,570$28.3M<0.01%-46413F-HR/ATimelineGroup
Per Stirling Capital Management, LLC.201,943$16.3M1.83%+1,01613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC147,686$11.9M<0.01%+25313F-HRTimelineGroup
Prospera Financial Services Inc142,973$11.5M0.19%+5,84613F-HRTimeline
Cetera Investment Advisers138,746$11.2M0.01%+23,13313F-HRTimeline
RiverFront Investment Group, LLC123,451$9.94M0.16%-10813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP88,284$7.11M0.01%-4,14613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA41,994$3.38M<0.01%+5,84513F-HRTimelineGroup
UBS Group AGin group UBS Group AG27,516$2.22M<0.01%-1,08013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,364$1.8M<0.01%-9,10613F-HRTimelineGroup
LPL Financial LLC20,180$1.62M<0.01%+31713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,893$1.6M<0.01%+63813F-HRTimelineGroup
Claris Financial LLC16,862$1.36M0.72%+7513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,372$1.16M<0.01%-2613F-HRTimelineGroup
Orion Porfolio Solutions, LLC11,518$927K0.01%+4813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,350$914K<0.01%-10913F-HRTimelineGroup
DAVENPORT & Co LLC10,143$817K<0.01%-4713F-HRTimeline
Janney Montgomery Scott LLC6,153$495K<0.01%+7313F-HRTimeline
Walkner Condon Financial Advisors LLC6,100$491K0.07%+1813F-HRTimeline
CENTRAL TRUST Co5,998$483K0.01%013F-HRTimeline
GAMMA Investing LLC4,733$381K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,211$340K<0.01%-24713F-HRTimelineGroup
Dana Investment Advisors, Inc.3,798$306K0.01%013F-HRTimeline
MONEYWISE, INC.3,458$278K0.12%-17813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,443$277K<0.01%-17213F-HRTimelineGroup
Strategic Equity Management2,920$235K0.08%-17813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,658$214K0.01%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,551$205K<0.01%new13F-HRTimelineGroup
Elevated Capital Advisors, LLC1,378$111K0.03%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,372$110K<0.01%+1,37113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.946$76.2K<0.01%013F-HRTimeline
MAI Capital Management791$63.7K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.624$50.3K<0.01%-1,70013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/522$42K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.464$37.4K0.03%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…310$25K<0.01%013F-HR/ATimelineGroup
NewEdge Advisors, LLC225$18.1K<0.01%-4713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC200$16.1K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC170$13.7K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.150$12.1K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd72$5.8K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.65$5K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.