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

Geneos 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	$2.94M	Sell	82,750 -4,767	-5%	-$173K	0.07%	296
2025 Q4	$3.02M	Buy	87,517 +2,235	+3%	+$76.2K	0.07%	291
2025 Q3	$2.93M	Buy	85,282 +80,632	+1,734%	+$2.67M	0.07%	285
2025 Q2	$149K	Sell	4,650 -3,024	-39%	-$92.5K	﹤0.01%	1104
2025 Q1	$234K	Buy	+7,674	New	+$244K	﹤0.01%	1163

Other funds holding AFMC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

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

FFA

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Geneos Wealth Management's AFMC Position: Q1 2026 in Review

Geneos Wealth Management reduced its First Trust Active Factor Mid Cap ETF (AFMC) stake by 5.4% in Q1 2026, selling an estimated $173K and leaving 82,750 shares worth $2.94M. The position accounts for 0.07% of the portfolio, ranked #296.

Geneos Wealth Management first reported a position in AFMC in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.02M in Q4 2025. 48 funds tracked by Wall St. Rank hold AFMC as of Q1 2026.

Geneos Wealth Management held 82,750 shares of First Trust Active Factor Mid Cap ETF worth $2.94M as of Q1 2026.
Geneos Wealth Management sold 4,767 First Trust Active Factor Mid Cap ETF shares in Q1 2026, an estimated $173K.
First Trust Active Factor Mid Cap ETF made up 0.07% of Geneos Wealth Management's portfolio in Q1 2026, its #296 holding.
Geneos Wealth Management first reported a position in First Trust Active Factor Mid Cap ETF in Q1 2025 and has held it in 5 quarters since.
Geneos Wealth Management's First Trust Active Factor Mid Cap ETF position peaked at $3.02M in Q4 2025.
48 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.