GRP
AFMC icon

Global Retirement Partners’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Global Retirement Partners’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 		$8.2K Buy
+200
New +$7.8K ﹤0.01% 3488
2025
Q4 		$17.2K Hold
500
– – ﹤0.01% 2932
2025
Q3 		$17.2K Hold
500
– – ﹤0.01% 2470
2025
Q2 		$16.1K Buy
+500
New +$15.3K ﹤0.01% 2389

Other funds holding AFMC

LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SA
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
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

Global Retirement Partners's AFMC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Active Factor Mid Cap ETF (AFMC) in Q2 2026: 200 shares worth $8.2K. The stake represents ﹤0.01% of the portfolio and ranks #3488 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AFMC as recently as Q4 2025.

Global Retirement Partners first reported a position in AFMC in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.2K in Q4 2025. 50 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

  • Global Retirement Partners held 200 shares of First Trust Active Factor Mid Cap ETF worth $8.2K as of Q2 2026.
  • First Trust Active Factor Mid Cap ETF was a new Global Retirement Partners position in Q2 2026.
  • First Trust Active Factor Mid Cap ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3488 holding.
  • Global Retirement Partners first reported a position in First Trust Active Factor Mid Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Global Retirement Partners's First Trust Active Factor Mid Cap ETF position peaked at $17.2K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.