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

GeoWealth 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	$233K	Buy	2,483 +110	+5%	+$10.1K	0.01%	736
2026 Q1	$195K	Buy	+2,373	New	+$200K	0.01%	734

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

GeoWealth Management's AFEM Position: Q2 2026 in Review

GeoWealth Management increased its First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF (AFEM) stake by 4.6% in Q2 2026, buying an estimated $10.1K and bringing the position to 2,483 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #736.

GeoWealth Management first reported a position in AFEM in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold AFEM as of Q2 2026.

GeoWealth Management held 2,483 shares of First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF worth $233K as of Q2 2026.
GeoWealth Management bought 110 First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF shares in Q2 2026, an estimated $10.1K.
First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #736 holding.
GeoWealth Management first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF in Q1 2026 and has held it in 2 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 GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.