Crux Wealth Advisors’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Crux Wealth 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	$1.79M	Sell	44,328 -56	-0.1%	-$2.28K	0.57%	52
2026 Q2	$1.82M	Buy	44,384 +344	+0.8%	+$13.4K	0.63%	46
2026 Q1	$1.56M	Buy	44,040 +2,175	+5%	+$79K	0.6%	51
2025 Q4	$1.44M	Buy	+41,865	New	+$1.43M	0.54%	58

Other funds holding AFMC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return

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

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

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

Meadow Creek Wealth Advisors Atlanta, Georgia $170M AUM 25.04% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PAS

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

Crux Wealth Advisors's AFMC Position: Q3 2026 in Review

Crux Wealth Advisors reduced its First Trust Active Factor Mid Cap ETF (AFMC) stake by 0.13% in Q3 2026, selling an estimated $2.28K and leaving 44,328 shares worth $1.79M. The position accounts for 0.57% of the portfolio, ranked #52.

Crux Wealth Advisors first reported a position in AFMC in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.82M in Q2 2026. 28 funds tracked by Wall St. Rank hold AFMC as of Q3 2026.

Crux Wealth Advisors held 44,328 shares of First Trust Active Factor Mid Cap ETF worth $1.79M as of Q3 2026.
Crux Wealth Advisors sold 56 First Trust Active Factor Mid Cap ETF shares in Q3 2026, an estimated $2.28K.
First Trust Active Factor Mid Cap ETF made up 0.57% of Crux Wealth Advisors's portfolio in Q3 2026, its #52 holding.
Crux Wealth Advisors first reported a position in First Trust Active Factor Mid Cap ETF in Q4 2025 and has held it in 4 quarters since.
Crux Wealth Advisors's First Trust Active Factor Mid Cap ETF position peaked at $1.82M in Q2 2026.
28 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q3 2026.

Based on Crux Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.