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

MAI Capital 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	–	Sell	-805	Closed	-$66.1K	–	4144
2026 Q1	$66.1K	Hold	805	–	–	﹤0.01%	2065
2025 Q4	$63.7K	Hold	805	–	–	﹤0.01%	1884
2025 Q3	$61.1K	Hold	805	–	–	﹤0.01%	1822
2025 Q2	$57.5K	Hold	805	–	–	﹤0.01%	1775
2025 Q1	$52.4K	Hold	805	–	–	﹤0.01%	1720
2024 Q4	$50.9K	Buy	+805	New	+$52.7K	﹤0.01%	1761

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

MAI Capital Management's AFEM Position: Q2 2026 in Review

MAI Capital Management sold out of First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF (AFEM) in Q2 2026, closing a stake of 805 shares — an estimated $66.1K sold.

MAI Capital Management first reported a position in AFEM in Q4 2024 and held it in 6 quarters. The position peaked at $66.1K in Q1 2026. 39 funds tracked by Wall St. Rank hold AFEM as of Q2 2026.

MAI Capital Management reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 805 First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF shares in Q2 2026, an estimated $66.1K.
MAI Capital Management first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position peaked at $66.1K in Q1 2026.
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 MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.