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 Q2	$3.53M	Buy	86,256 +3,506	+4%	+$137K	0.07%	277
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	Buy	4,650 +813	+21%	+$24.9K	﹤0.01%	1104
2025 Q1	$117K	Buy	+3,837	New	+$122K	﹤0.01%	1098

Other funds holding AFMC

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

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 21.74% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Geneos Wealth Management's AFMC Position: Q2 2026 in Review

Geneos Wealth Management increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 4.2% in Q2 2026, buying an estimated $137K and bringing the position to 86,256 shares worth $3.53M. The position accounts for 0.07% of the portfolio, ranked #277.

Geneos Wealth Management first reported a position in AFMC in Q1 2025 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

Geneos Wealth Management held 86,256 shares of First Trust Active Factor Mid Cap ETF worth $3.53M as of Q2 2026.
Geneos Wealth Management bought 3,506 First Trust Active Factor Mid Cap ETF shares in Q2 2026, an estimated $137K.
First Trust Active Factor Mid Cap ETF made up 0.07% of Geneos Wealth Management's portfolio in Q2 2026, its #277 holding.
Geneos Wealth Management first reported a position in First Trust Active Factor Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
50 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.