WCFA
AFDM

Walkner Condon Financial Advisors’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Walkner Condon Financial Advisors’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 		$538K Buy
6,182
+5
+0.1% +$432 0.06% 183
2026
Q1 		$507K Buy
6,177
+77
+1% +$6.48K 0.07% 173
2025
Q4 		$491K Buy
6,100
+18
+0.3% +$1.41K 0.07% 180
2025
Q3 		$467K Buy
6,082
+29
+0.5% +$2.17K 0.07% 182
2025
Q2 		$441K Sell
6,053
-82
-1% -$5.69K 0.08% 177
2025
Q1 		$408K Buy
6,135
+511
+9% +$33.3K 0.08% 176
2024
Q4 		$346K Buy
5,624
+8
+0.1% +$513 0.07% 197
2024
Q3 		$378K Sell
5,616
-641
-10% -$42.3K 0.08% 186
2024
Q2 		$398K Buy
6,257
+153
+3% +$9.83K 0.09% 166
2024
Q1 		$392K Buy
6,104
+561
+10% +$34.9K 0.08% 180
2023
Q4 		$339K Sell
5,543
-741
-12% -$42.1K 0.08% 194
2023
Q3 		$349K Buy
6,284
+8
+0.1% +$458 0.09% 169
2023
Q2 		$359K Sell
6,276
-512
-8% -$29.3K 0.09% 162
2023
Q1 		$382K Buy
6,788
+8
+0.1% +$442 0.11% 152
2022
Q4 		$360K Hold
6,780
– – 0.11% 150
2022
Q3 		$313K Buy
6,780
+103
+2% +$5.49K 0.1% 157
2022
Q2 		$357K Sell
6,677
-60
-0.9% -$3.59K 0.11% 157
2022
Q1 		$440K Buy
+6,737
New +$450K 0.13% 147
2021
Q4 		– Sell
-6,762
Closed -$468K – 164
2021
Q3 		$468K Sell
6,762
-30
-0.4% -$2.2K 0.23% 87
2021
Q2 		$480K Sell
6,792
-18
-0.3% -$1.25K 0.18% 104
2021
Q1 		$446K Hold
6,810
– – 0.17% 106
2020
Q4 		$439K Buy
6,810
+782
+13% +$46.7K 0.19% 88
2020
Q3 		$341K Sell
6,028
-129
-2% -$7.28K 0.18% 91
2020
Q2 		$329K Sell
6,157
-1,471
-19% -$73.6K 0.29% 47
2020
Q1 		$347K Buy
7,628
+50
+0.7% +$2.72K 0.37% 37
2019
Q4 		$454K Buy
+7,578
New +$439K 0.44% 39

Other funds holding AFDM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Walkner Condon Financial Advisors's AFDM Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) stake by 0.08% in Q2 2026, buying an estimated $432 and bringing the position to 6,182 shares worth $538K. The position accounts for 0.06% of the portfolio, ranked #183.

Walkner Condon Financial Advisors first reported a position in AFDM in Q4 2019 and has held it in 26 quarters since. 52 funds tracked by Wall St. Rank hold AFDM as of Q2 2026.

  • Walkner Condon Financial Advisors held 6,182 shares of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF worth $538K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 5 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2026, an estimated $432.
  • First Trust Exchange-Traded Fund III First Trust Active Factor International ETF made up 0.06% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #183 holding.
  • Walkner Condon Financial Advisors first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q4 2019 and has held it in 26 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 Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.