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

Evolution Wealth Management’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	$14.9K	Hold	159	–	–	0.01%	517
2026 Q1	$13.1K	Hold	159	–	–	0.01%	480
2025 Q4	$12.6K	Hold	159	–	–	0.01%	411
2025 Q3	$12.1K	Hold	159	–	–	0.01%	348
2025 Q2	$11.4K	Buy	+159	New	+$10.6K	0.01%	339

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

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

Evolution Wealth Management held its First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF (AFEM) position steady in Q2 2026 at 159 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #517.

Evolution Wealth Management first reported a position in AFEM in Q2 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold AFEM as of Q2 2026.

Evolution Wealth Management held 159 shares of First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF worth $14.9K as of Q2 2026.
Evolution Wealth Management 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 Evolution Wealth Management's portfolio in Q2 2026, its #517 holding.
Evolution Wealth Management first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF in Q2 2025 and has held it in 5 quarters since.
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 Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.