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 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 $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

FFA

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

Crux Wealth Advisors's AFMC Position: Q1 2026 in Review

Crux Wealth Advisors increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 5.2% in Q1 2026, buying an estimated $79K and bringing the position to 44,040 shares worth $1.56M. The position accounts for 0.6% of the portfolio, ranked #51.

Crux Wealth Advisors first reported a position in AFMC in Q4 2025 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold AFMC as of Q1 2026.

Crux Wealth Advisors held 44,040 shares of First Trust Active Factor Mid Cap ETF worth $1.56M as of Q1 2026.
Crux Wealth Advisors bought 2,175 First Trust Active Factor Mid Cap ETF shares in Q1 2026, an estimated $79K.
First Trust Active Factor Mid Cap ETF made up 0.6% of Crux Wealth Advisors's portfolio in Q1 2026, its #51 holding.
Crux Wealth Advisors first reported a position in First Trust Active Factor Mid Cap ETF in Q4 2025 and has held it in 2 quarters since.
48 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.