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 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Avior Wealth Management's AFMC Position: Q2 2026 in Review

Avior Wealth Management reduced its First Trust Active Factor Mid Cap ETF (AFMC) stake by 42% in Q2 2026, selling an estimated $1.2M and leaving 42,084 shares worth $1.72M. The position accounts for 0.05% of the portfolio, ranked #269.

Avior Wealth Management first reported a position in AFMC in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.59M in Q1 2026. 5 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

Avior Wealth Management held 42,084 shares of First Trust Active Factor Mid Cap ETF worth $1.72M as of Q2 2026.
Avior Wealth Management sold 30,792 First Trust Active Factor Mid Cap ETF shares in Q2 2026, an estimated $1.2M.
First Trust Active Factor Mid Cap ETF made up 0.05% of Avior Wealth Management's portfolio in Q2 2026, its #269 holding.
Avior Wealth Management first reported a position in First Trust Active Factor Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
Avior Wealth Management's First Trust Active Factor Mid Cap ETF position peaked at $2.59M in Q1 2026.
5 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.