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

Evolution Wealth 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 Q2	$47.5K	Buy	546 +75	+16%	+$6.47K	0.03%	324
2026 Q1	$38.7K	Buy	471 +7	+2%	+$589	0.03%	314
2025 Q4	$37.4K	Hold	464	–	–	0.03%	276
2025 Q3	$35.6K	Hold	464	–	–	0.04%	234
2025 Q2	$33.8K	Buy	+464	New	+$32.2K	0.04%	217

Other funds holding AFDM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Evolution Wealth Management's AFDM Position: Q2 2026 in Review

Evolution Wealth Management increased its First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) stake by 16% in Q2 2026, buying an estimated $6.47K and bringing the position to 546 shares worth $47.5K. The position accounts for 0.03% of the portfolio, ranked #324.

Evolution Wealth Management first reported a position in AFDM in Q2 2025 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold AFDM as of Q2 2026.

Evolution Wealth Management held 546 shares of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF worth $47.5K as of Q2 2026.
Evolution Wealth Management bought 75 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2026, an estimated $6.47K.
First Trust Exchange-Traded Fund III First Trust Active Factor International ETF made up 0.03% of Evolution Wealth Management's portfolio in Q2 2026, its #324 holding.
Evolution Wealth Management first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q2 2025 and has held it in 5 quarters since.
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 Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.