Next Level Wealth Planning
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Next Level Wealth Planning’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Next Level Wealth Planning’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 		$11.1K Buy
+125
New +$11.3K ﹤0.01% 328

Other funds holding AFDM

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Downshift Financial
Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

Next Level Wealth Planning's AFDM Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q3 2026: 125 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #328 among its holdings.

10 funds tracked by Wall St. Rank hold AFDM as of Q3 2026.

  • Next Level Wealth Planning held 125 shares of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF worth $11.1K as of Q3 2026.
  • First Trust Exchange-Traded Fund III First Trust Active Factor International ETF was a new Next Level Wealth Planning position in Q3 2026.
  • First Trust Exchange-Traded Fund III First Trust Active Factor International ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #328 holding.
  • 10 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 Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.