Calton & Associates’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Calton & Associates’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	$213K	Buy	+5,194	New	+$203K	0.03%	398

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

Calton & Associates's AFMC Position: Q2 2026 in Review

Calton & Associates opened a new position in First Trust Active Factor Mid Cap ETF (AFMC) in Q2 2026: 5,194 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #398 among its holdings.

50 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

Calton & Associates held 5,194 shares of First Trust Active Factor Mid Cap ETF worth $213K as of Q2 2026.
First Trust Active Factor Mid Cap ETF was a new Calton & Associates position in Q2 2026.
First Trust Active Factor Mid Cap ETF made up 0.03% of Calton & Associates's portfolio in Q2 2026, its #398 holding.
50 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.