AF
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Allworth Financial’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Allworth Financial’s Portfolio AFMC Stock Details AFMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-300
Closed -$10.3K – 5188
2025
Q4 		$10.3K Buy
+300
New +$10.2K ﹤0.01% 3245

Other funds holding AFMC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Allworth Financial's AFMC Position: Q1 2026 in Review

Allworth Financial sold out of First Trust Active Factor Mid Cap ETF (AFMC) in Q1 2026, closing a stake of 300 shares — an estimated $10.3K sold.

Allworth Financial first reported a position in AFMC in Q4 2025 and held it in 1 quarter. The position peaked at $10.3K in Q4 2025. 48 funds tracked by Wall St. Rank hold AFMC as of Q1 2026.

  • Allworth Financial reported no remaining First Trust Active Factor Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 300 First Trust Active Factor Mid Cap ETF shares in Q1 2026, an estimated $10.3K.
  • Allworth Financial first reported a position in First Trust Active Factor Mid Cap ETF in Q4 2025 and held it in 1 quarter.
  • Allworth Financial's First Trust Active Factor Mid Cap ETF position peaked at $10.3K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.