FSB Premier Wealth Management’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

FSB Premier Wealth 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	$1.04M	Buy	25,428 +5,083	+25%	+$198K	0.29%	91
2026 Q1	$722K	Buy	20,345 +461	+2%	+$16.7K	0.23%	110
2025 Q4	$685K	Buy	19,884 +845	+4%	+$28.8K	0.22%	110
2025 Q3	$653K	Buy	+19,039	New	+$631K	0.21%	115

Other funds holding AFMC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

FSB Premier Wealth Management's AFMC Position: Q2 2026 in Review

FSB Premier Wealth Management increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 25% in Q2 2026, buying an estimated $198K and bringing the position to 25,428 shares worth $1.04M. The position accounts for 0.29% of the portfolio, ranked #91.

FSB Premier Wealth Management first reported a position in AFMC in Q3 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

FSB Premier Wealth Management held 25,428 shares of First Trust Active Factor Mid Cap ETF worth $1.04M as of Q2 2026.
FSB Premier Wealth Management bought 5,083 First Trust Active Factor Mid Cap ETF shares in Q2 2026, an estimated $198K.
First Trust Active Factor Mid Cap ETF made up 0.29% of FSB Premier Wealth Management's portfolio in Q2 2026, its #91 holding.
FSB Premier Wealth Management first reported a position in First Trust Active Factor Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
50 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.