APFP
AFDM

Action Point Financial Planning’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Action Point Financial Planning’s Portfolio AFDM Stock Details AFDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$94.5K Buy
+1,088
New +$93.9K 0.01% 617

Other funds holding AFDM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Action Point Financial Planning's AFDM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q2 2026: 1,088 shares worth $94.5K. The stake represents 0.01% of the portfolio and ranks #617 among its holdings.

52 funds tracked by Wall St. Rank hold AFDM as of Q2 2026.

  • Action Point Financial Planning held 1,088 shares of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF worth $94.5K as of Q2 2026.
  • First Trust Exchange-Traded Fund III First Trust Active Factor International ETF was a new Action Point Financial Planning position in Q2 2026.
  • First Trust Exchange-Traded Fund III First Trust Active Factor International ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #617 holding.
  • 52 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.