Avior Wealth Management’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Avior Wealth Management’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 Q3	$1.49M	Sell	37,642 -4,442	-11%	-$181K	0.04%	286
2026 Q2	$1.72M	Sell	42,084 -30,792	-42%	-$1.2M	0.05%	269
2026 Q1	$2.59M	Buy	+72,876	New	+$2.65M	0.07%	208

Other funds holding AFMC

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Avior Wealth Management's AFMC Position: Q3 2026 in Review

Avior Wealth Management reduced its First Trust Active Factor Mid Cap ETF (AFMC) stake by 11% in Q3 2026, selling an estimated $181K and leaving 37,642 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #286.

Avior Wealth Management first reported a position in AFMC in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.59M in Q1 2026. 4 funds tracked by Wall St. Rank hold AFMC as of Q3 2026.

Avior Wealth Management held 37,642 shares of First Trust Active Factor Mid Cap ETF worth $1.49M as of Q3 2026.
Avior Wealth Management sold 4,442 First Trust Active Factor Mid Cap ETF shares in Q3 2026, an estimated $181K.
First Trust Active Factor Mid Cap ETF made up 0.04% of Avior Wealth Management's portfolio in Q3 2026, its #286 holding.
Avior Wealth Management first reported a position in First Trust Active Factor Mid Cap ETF in Q1 2026 and has held it in 3 quarters since.
Avior Wealth Management's First Trust Active Factor Mid Cap ETF position peaked at $2.59M in Q1 2026.
4 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.