Compass Financial Management
AFDM icon

Compass Financial Management’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Compass Financial Management’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
Q3 		$201K Hold
2,261
– – 0.02% 450
2026
Q2 		$197K Buy
+2,261
New +$195K 0.02% 426

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Compass Financial Management's AFDM Position: Q3 2026 in Review

Compass Financial Management held its First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) position steady in Q3 2026 at 2,261 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #450.

Compass Financial Management first reported a position in AFDM in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold AFDM as of Q3 2026.

  • Compass Financial Management held 2,261 shares of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF worth $201K as of Q3 2026.
  • Compass Financial Management left its First Trust Exchange-Traded Fund III First Trust Active Factor International ETF share count unchanged in Q3 2026.
  • First Trust Exchange-Traded Fund III First Trust Active Factor International ETF made up 0.02% of Compass Financial Management's portfolio in Q3 2026, its #450 holding.
  • Compass Financial Management first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q2 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.