AFDM FIRST TR EXCH TRADED FD III: institutional ownership and insider trading

54 funds reported holding $133M of FIRST TR EXCH TRADED FD III in their latest 13F filings; in Q2 2026 funds net bought $4.34M, with 10 new positions and 4 funds selling out.

Famous investors holding AFDM

Largest institutional holders of AFDM

  1. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $31.5M
  2. Cetera Investment Advisers — $17.7M
  3. Per Stirling Capital Management, LLC. — $16.2M
  4. ENVESTNET ASSET MANAGEMENT INC — $14.9M
  5. Prospera Financial Services Inc — $11.3M
  6. RiverFront Investment Group, LLC — $9.81M
  7. TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) — $7.69M
  8. ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $4.19M
  9. UBS Group AG (UBS) — $3.63M
  10. JANE STREET GROUP, LLC — $1.99M

All AFDM 13F holders