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Disclosery

AFDM FIRST TR EXCH TRADED FD III

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RIVRFRNT DYN DEV (fund)

46 managers (46 13F filers) reported a position in AFDM shares at 2026-03-31, 1,484,113 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
46
13F filers
46
New
5
Added
14
Reduced
11
Sold out
2
Shares held by filers
1,484,113

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY361,121$29.7M<0.01%+9,55113F-HRTimelineGroup
Per Stirling Capital Management, LLC.184,196$15.1M1.67%-17,74713F-HRTimeline
Cetera Investment Advisers168,550$13.8M0.01%+29,80413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC155,626$12.8M<0.01%+7,94013F-HRTimelineGroup
Prospera Financial Services Inc141,647$11.6M0.19%-1,32613F-HRTimeline
RiverFront Investment Group, LLC121,774$10M0.15%-1,67713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP85,511$7.02M0.01%-2,77313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,973$3.69M<0.01%+2,97913F-HRTimelineGroup
UBS Group AGin group UBS Group AG30,413$2.5M<0.01%+2,89713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,785$2.04M<0.01%+2,42113F-HRTimelineGroup
LPL Financial LLC21,222$1.74M<0.01%+1,04213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,140$1.74M<0.01%+1,24713F-HRTimelineGroup
Claris Financial LLC16,924$1.39M0.76%+6213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,372$1.18M<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,230$1.09M<0.01%+1,88013F-HRTimelineGroup
DAVENPORT & Co LLC11,363$933K0.01%+1,22013F-HRTimeline
Orion Porfolio Solutions, LLC9,742$800K0.01%-1,77613F-HRTimeline
GTS SECURITIES LLC8,650$710K0.03%new13F-HRTimeline
Walkner Condon Financial Advisors LLC6,177$507K0.07%+7713F-HRTimeline
CENTRAL TRUST Co5,969$490K0.01%-2913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,981$327K<0.01%+53813F-HRTimelineGroup
Dana Investment Advisors, Inc.3,798$312K0.01%013F-HRTimeline
GAMMA Investing LLC3,471$285K0.01%-1,26213F-HRTimeline
MONEYWISE, INC.3,458$284K0.12%013F-HRTimeline
Strategic Equity Management2,920$240K0.09%013F-HRTimeline
Spartan Wealth Advisory Services LLC2,806$230K0.02%13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,658$218K0.01%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,551$209K<0.01%013F-HRTimelineGroup
Bison Wealth, LLC2,354$204K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,275$188K<0.01%-1,93613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,283$105K<0.01%-8913F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.946$77.7K<0.01%013F-HRTimeline
MAI Capital Management791$65K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.624$51.3K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.471$38.7K0.03%+713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/422$34.7K<0.01%-10013F-HRTimelineGroup
Elevated Capital Advisors, LLC417$34.2K0.01%-96113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…310$25.5K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC225$18.5K<0.01%013F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC200$16.4K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC185$15.2K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC170$14K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.150$12.3K<0.01%013F-HRTimeline
Arax Advisory Partners121$9.94K<0.01%new13F-HRTimeline
Advisory Services Network, LLC76$6.24K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.65$5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.