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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
Q2 		$505K Sell
12,313
-60
-0.5% -$2.34K 0.01% 1119
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Arkadios Wealth Advisors's AFMC Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its First Trust Active Factor Mid Cap ETF (AFMC) stake by 0.48% in Q2 2026, selling an estimated $2.34K and leaving 12,313 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #1119.

Arkadios Wealth Advisors first reported a position in AFMC in Q2 2025 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

  • Arkadios Wealth Advisors held 12,313 shares of First Trust Active Factor Mid Cap ETF worth $505K as of Q2 2026.
  • Arkadios Wealth Advisors sold 60 First Trust Active Factor Mid Cap ETF shares in Q2 2026, an estimated $2.34K.
  • First Trust Active Factor Mid Cap ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1119 holding.
  • Arkadios Wealth Advisors first reported a position in First Trust Active Factor Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 50 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.