Triad Wealth Partners’s First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF AFEM Stock Holding History

Triad Wealth Partners’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	$227K	Sell	2,416 -2,466	-51%	-$227K	0.01%	513
2026 Q1	$401K	Sell	4,882 -1,079	-18%	-$91.1K	0.03%	327
2025 Q4	$472K	Buy	+5,961	New	+$464K	0.04%	282

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

Triad Wealth Partners's AFEM Position: Q2 2026 in Review

Triad Wealth Partners reduced its First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF (AFEM) stake by 51% in Q2 2026, selling an estimated $227K and leaving 2,416 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #513.

Triad Wealth Partners first reported a position in AFEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $472K in Q4 2025. 39 funds tracked by Wall St. Rank hold AFEM as of Q2 2026.

Triad Wealth Partners held 2,416 shares of First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF worth $227K as of Q2 2026.
Triad Wealth Partners sold 2,466 First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF shares in Q2 2026, an estimated $227K.
First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #513 holding.
Triad Wealth Partners first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
Triad Wealth Partners's First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position peaked at $472K in Q4 2025.
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 Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.