Envestnet Asset Management
AFMC icon

Envestnet Asset Management’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Envestnet Asset Management’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 		$1.01M Buy
24,760
+3,869
+19% +$151K ﹤0.01% 3623
2026
Q1 		$742K Buy
20,891
+474
+2% +$17.2K ﹤0.01% 3658
2025
Q4 		$704K Sell
20,417
-905
-4% -$30.9K ﹤0.01% 3474
2025
Q3 		$732K Buy
21,322
+4,920
+30% +$163K ﹤0.01% 3515
2025
Q2 		$527K Buy
16,402
+718
+5% +$22K ﹤0.01% 3648
2025
Q1 		$478K Buy
15,684
+4,241
+37% +$135K ﹤0.01% 3650
2024
Q4 		$361K Buy
+11,443
New +$376K ﹤0.01% 3780

Other funds holding AFMC

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SA
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
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
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Envestnet Asset Management's AFMC Position: Q2 2026 in Review

Envestnet Asset Management increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 19% in Q2 2026, buying an estimated $151K and bringing the position to 24,760 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #3623.

Envestnet Asset Management first reported a position in AFMC in Q4 2024 and has held it in 7 quarters since. 23 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

  • Envestnet Asset Management held 24,760 shares of First Trust Active Factor Mid Cap ETF worth $1.01M as of Q2 2026.
  • Envestnet Asset Management bought 3,869 First Trust Active Factor Mid Cap ETF shares in Q2 2026, an estimated $151K.
  • First Trust Active Factor Mid Cap ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3623 holding.
  • Envestnet Asset Management first reported a position in First Trust Active Factor Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 23 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.