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

Elevated Capital 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
2026 Q2	$10.5K	Hold	112	–	–	﹤0.01%	486
2026 Q1	$9.2K	Sell	112 -485	-81%	-$40.9K	﹤0.01%	473
2025 Q4	$47.3K	Buy	+597	New	+$46.5K	0.01%	348
2024 Q3	–	Sell	-7,415	Closed	-$485K	–	277
2024 Q2	$485K	Sell	7,415 -239	-3%	-$15.2K	0.14%	177
2024 Q1	$469K	Sell	7,654 -468	-6%	-$27.9K	0.13%	135
2023 Q4	$480K	Sell	8,122 -28	-0.3%	-$1.55K	0.15%	132
2023 Q3	$434K	Sell	8,150 -239	-3%	-$13.1K	0.15%	130
2023 Q2	$462K	Buy	8,389 +572	+7%	+$30.8K	0.15%	139
2023 Q1	$418K	Buy	+7,817	New	+$419K	0.15%	134
2022 Q1	$292K	Buy	+4,507	New	+$297K	0.1%	152
2021 Q3	$295K	Buy	+4,390	New	+$312K	0.1%	148
2021 Q1	$376K	Buy	5,123 +164	+3%	+$12.1K	0.15%	135
2020 Q4	$343K	Sell	4,959 -638	-11%	-$41.5K	0.15%	146
2020 Q3	$359K	Sell	5,597 -523	-9%	-$32.2K	0.17%	135
2020 Q2	$384K	Buy	+6,120	New	+$320K	0.18%	128
2019 Q1	$300K	Buy	+6,012	New	+$366K	0.2%	118

Other funds holding AFEM

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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 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

OMC

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

Elevated Capital Advisors's AFEM Position: Q2 2026 in Review

Elevated Capital Advisors held its First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF (AFEM) position steady in Q2 2026 at 112 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Elevated Capital Advisors first reported a position in AFEM in Q1 2019 and has held it in 16 quarters since. The position peaked at $485K in Q2 2024. 39 funds tracked by Wall St. Rank hold AFEM as of Q2 2026.

Elevated Capital Advisors held 112 shares of First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF worth $10.5K as of Q2 2026.
Elevated Capital Advisors left its First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #486 holding.
Elevated Capital Advisors first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF in Q1 2019 and has held it in 16 quarters since.
Elevated Capital Advisors's First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position peaked at $485K in Q2 2024.
39 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.