EE
AFMC icon

EWG Elevate’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

EWG Elevate’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
2025
Q3 		$2.54M Sell
74,125
-64,333
-46% -$2.13M 0.79% 45
2025
Q2 		$4.45M Sell
138,458
-57,671
-29% -$1.77M 1.37% 18
2025
Q1 		$5.97M Buy
196,129
+174,496
+807% +$5.55M 2.23% 10
2024
Q4 		$683K Buy
+21,633
New +$712K 0.21% 87

Other funds holding AFMC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

EWG Elevate's AFMC Position: Q3 2025 in Review

EWG Elevate reduced its First Trust Active Factor Mid Cap ETF (AFMC) stake by 46% in Q3 2025, selling an estimated $2.13M and leaving 74,125 shares worth $2.54M. The position accounts for 0.79% of the portfolio, ranked #45.

EWG Elevate first reported a position in AFMC in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.97M in Q1 2025. 41 funds tracked by Wall St. Rank hold AFMC as of Q3 2025.

  • EWG Elevate held 74,125 shares of First Trust Active Factor Mid Cap ETF worth $2.54M as of Q3 2025.
  • EWG Elevate sold 64,333 First Trust Active Factor Mid Cap ETF shares in Q3 2025, an estimated $2.13M.
  • First Trust Active Factor Mid Cap ETF made up 0.79% of EWG Elevate's portfolio in Q3 2025, its #45 holding.
  • EWG Elevate first reported a position in First Trust Active Factor Mid Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • EWG Elevate's First Trust Active Factor Mid Cap ETF position peaked at $5.97M in Q1 2025.
  • 41 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.