Spartan Wealth Advisory Services LLC’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Spartan Wealth Advisory Services LLC’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 Q2	$241K	Sell	2,770 -36	-1%	-$3.11K	0.02%	287
2026 Q1	$230K	Buy	+2,806	New	+$236K	0.02%	283

Other funds holding AFDM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's AFDM Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) stake by 1.3% in Q2 2026, selling an estimated $3.11K and leaving 2,770 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #287.

Spartan Wealth Advisory Services LLC first reported a position in AFDM in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold AFDM as of Q2 2026.

Spartan Wealth Advisory Services LLC held 2,770 shares of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF worth $241K as of Q2 2026.
Spartan Wealth Advisory Services LLC sold 36 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2026, an estimated $3.11K.
First Trust Exchange-Traded Fund III First Trust Active Factor International ETF made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #287 holding.
Spartan Wealth Advisory Services LLC first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q1 2026 and has held it in 2 quarters since.
52 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.