Worth Financial Advisory Group’s First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF AFEM Stock Holding History

Worth Financial Advisory Group’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	-65	Closed	-$213K	–	217
2026 Q1	$213K	Buy	+65	New	+$5.49K	0.09%	50

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

Worth Financial Advisory Group's AFEM Position: Q2 2026 in Review

Worth Financial Advisory Group sold out of First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF (AFEM) in Q2 2026, closing a stake of 65 shares — an estimated $213K sold.

Worth Financial Advisory Group first reported a position in AFEM in Q1 2026 and held it in 1 quarter. The position peaked at $213K in Q1 2026. 39 funds tracked by Wall St. Rank hold AFEM as of Q2 2026.

Worth Financial Advisory Group 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.
Worth Financial Advisory Group sold 65 First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF shares in Q2 2026, an estimated $213K.
Worth Financial Advisory Group first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF in Q1 2026 and held it in 1 quarter.
Worth Financial Advisory Group's First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position peaked at $213K 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 Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.