Harbour Investments’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Harbour Investments’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 Q3	$144K	Buy	1,625 +679	+72%	+$61.5K	﹤0.01%	1700
2026 Q2	$82.4K	Hold	946	–	–	﹤0.01%	2132
2026 Q1	$77.7K	Hold	946	–	–	﹤0.01%	2091
2025 Q4	$76.2K	Hold	946	–	–	﹤0.01%	1763
2025 Q3	$72.6K	Hold	946	–	–	﹤0.01%	1718
2025 Q2	$69K	Sell	946 -138	-13%	-$9.6K	﹤0.01%	1663
2025 Q1	$72.1K	Hold	1,084	–	–	﹤0.01%	1597
2024 Q4	$66.6K	Hold	1,084	–	–	﹤0.01%	1577
2024 Q3	$73K	Sell	1,084 -9	-0.8%	-$594	﹤0.01%	1483
2024 Q2	$69.5K	Hold	1,093	–	–	﹤0.01%	1408
2024 Q1	$70.2K	Sell	1,093 -152	-12%	-$9.44K	﹤0.01%	1366
2023 Q4	$76.2K	Sell	1,245 -40	-3%	-$2.27K	﹤0.01%	1254
2023 Q3	$71.4K	Hold	1,285	–	–	﹤0.01%	1179
2023 Q2	$73.4K	Sell	1,285 -808	-39%	-$46.3K	﹤0.01%	1187
2023 Q1	$118K	Buy	2,093 +328	+19%	+$18.1K	0.01%	970
2022 Q4	$93.8K	Sell	1,765 -2,766	-61%	-$142K	0.01%	1028
2022 Q3	$243K	Hold	4,531	–	–	0.02%	625
2022 Q2	$243K	Buy	+4,531	New	+$271K	0.02%	625
2021 Q4	$330K	Sell	4,515 -719	-14%	-$51.9K	0.02%	537
2021 Q3	$362K	Sell	5,234 -233	-4%	-$17.1K	0.01%	771
2021 Q2	$387K	Sell	5,467 -92	-2%	-$6.41K	0.01%	779
2021 Q1	$364K	Buy	+5,559	New	+$365K	0.01%	728

Other funds holding AFDM

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return

Harbour Investments's AFDM Position: Q3 2026 in Review

Harbour Investments increased its First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) stake by 72% in Q3 2026, buying an estimated $61.5K and bringing the position to 1,625 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Harbour Investments first reported a position in AFDM in Q1 2021 and has held it in 22 quarters since. The position peaked at $387K in Q2 2021. 29 funds tracked by Wall St. Rank hold AFDM as of Q3 2026.

Harbour Investments held 1,625 shares of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF worth $144K as of Q3 2026.
Harbour Investments bought 679 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q3 2026, an estimated $61.5K.
First Trust Exchange-Traded Fund III First Trust Active Factor International ETF made up ﹤0.01% of Harbour Investments's portfolio in Q3 2026, its #1700 holding.
Harbour Investments first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q1 2021 and has held it in 22 quarters since.
Harbour Investments's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $387K in Q2 2021.
29 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q3 2026.

Based on Harbour Investments's 13F filing for Q3 2026, filed 9 Nov 2026.