Brookwood Investment Group’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Brookwood Investment Group’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	$3.09M	Sell	75,414 -9,782	-11%	-$382K	0.35%	61
2026 Q1	$3.02M	Buy	85,196 +19,674	+30%	+$714K	0.37%	60
2025 Q4	$2.26M	Sell	65,522 -1,264	-2%	-$43.1K	0.27%	67
2025 Q3	$2.29M	Buy	66,786 +26,667	+66%	+$884K	0.3%	57
2025 Q2	$1.29M	Sell	40,119 -24,735	-38%	-$757K	0.21%	88
2025 Q1	$1.98M	Buy	+64,854	New	+$2.06M	0.34%	47

Other funds holding AFMC

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 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

Brookwood Investment Group's AFMC Position: Q2 2026 in Review

Brookwood Investment Group reduced its First Trust Active Factor Mid Cap ETF (AFMC) stake by 11% in Q2 2026, selling an estimated $382K and leaving 75,414 shares worth $3.09M. The position accounts for 0.35% of the portfolio, ranked #61.

Brookwood Investment Group first reported a position in AFMC in Q1 2025 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

Brookwood Investment Group held 75,414 shares of First Trust Active Factor Mid Cap ETF worth $3.09M as of Q2 2026.
Brookwood Investment Group sold 9,782 First Trust Active Factor Mid Cap ETF shares in Q2 2026, an estimated $382K.
First Trust Active Factor Mid Cap ETF made up 0.35% of Brookwood Investment Group's portfolio in Q2 2026, its #61 holding.
Brookwood Investment Group first reported a position in First Trust Active Factor Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
50 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.