Concurrent Investment Advisors’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Concurrent Investment 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 Q3	$256K	Buy	+6,458	New	+$263K	﹤0.01%	1986

Other funds holding AFMC

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

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

PAS

PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Prosperity Financial Group San Ramon, California $341M AUM 26% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Concurrent Investment Advisors's AFMC Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in First Trust Active Factor Mid Cap ETF (AFMC) in Q3 2026: 6,458 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #1986 among its holdings.

10 funds tracked by Wall St. Rank hold AFMC as of Q3 2026.

Concurrent Investment Advisors held 6,458 shares of First Trust Active Factor Mid Cap ETF worth $256K as of Q3 2026.
First Trust Active Factor Mid Cap ETF was a new Concurrent Investment Advisors position in Q3 2026.
First Trust Active Factor Mid Cap ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1986 holding.
10 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.