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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
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
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

FSB Premier Wealth Management's AFMC Position: Q1 2026 in Review

FSB Premier Wealth Management increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 2.3% in Q1 2026, buying an estimated $16.7K and bringing the position to 20,345 shares worth $722K. The position accounts for 0.23% of the portfolio, ranked #110.

FSB Premier Wealth Management first reported a position in AFMC in Q3 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold AFMC as of Q1 2026.

  • FSB Premier Wealth Management held 20,345 shares of First Trust Active Factor Mid Cap ETF worth $722K as of Q1 2026.
  • FSB Premier Wealth Management bought 461 First Trust Active Factor Mid Cap ETF shares in Q1 2026, an estimated $16.7K.
  • First Trust Active Factor Mid Cap ETF made up 0.23% of FSB Premier Wealth Management's portfolio in Q1 2026, its #110 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 3 quarters since.
  • 48 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.