Arkadios Wealth Advisors’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Arkadios Wealth Advisors’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	$439K	Buy	12,373 +563	+5%	+$20.4K	0.01%	1178
2025 Q4	$407K	Buy	11,810 +461	+4%	+$15.7K	0.01%	1111
2025 Q3	$389K	Buy	11,349 +1,235	+12%	+$41K	0.01%	1055
2025 Q2	$325K	Buy	+10,114	New	+$310K	0.01%	1026

Other funds holding AFMC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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 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

Arkadios Wealth Advisors's AFMC Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 4.8% in Q1 2026, buying an estimated $20.4K and bringing the position to 12,373 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #1178.

Arkadios Wealth Advisors first reported a position in AFMC in Q2 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold AFMC as of Q1 2026.

Arkadios Wealth Advisors held 12,373 shares of First Trust Active Factor Mid Cap ETF worth $439K as of Q1 2026.
Arkadios Wealth Advisors bought 563 First Trust Active Factor Mid Cap ETF shares in Q1 2026, an estimated $20.4K.
First Trust Active Factor Mid Cap ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1178 holding.
Arkadios Wealth Advisors first reported a position in First Trust Active Factor Mid Cap ETF in Q2 2025 and has held it in 4 quarters since.
48 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.