Crux Wealth Advisors’s First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF AFEM Stock Holding History

Crux Wealth Advisors’s Portfolio AFEM Stock Details AFEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,637	Closed	-$293K	–	174
2024 Q4	$293K	Buy	+4,637	New	+$304K	0.16%	128

Other funds holding AFEM

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Crux Wealth Advisors's AFEM Position: Q1 2025 in Review

Crux Wealth Advisors sold out of First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF (AFEM) in Q1 2025, closing a stake of 4,637 shares — an estimated $293K sold.

Crux Wealth Advisors first reported a position in AFEM in Q4 2024 and held it in 1 quarter. The position peaked at $293K in Q4 2024. 35 funds tracked by Wall St. Rank hold AFEM as of Q1 2025.

Crux Wealth Advisors reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Crux Wealth Advisors sold 4,637 First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF shares in Q1 2025, an estimated $293K.
Crux Wealth Advisors first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF in Q4 2024 and held it in 1 quarter.
Crux Wealth Advisors's First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position peaked at $293K in Q4 2024.
35 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF as of Q1 2025.

Based on Crux Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.