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
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 $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

Global Retirement Partners's AFMC Position: Q4 2025 in Review

Global Retirement Partners held its First Trust Active Factor Mid Cap ETF (AFMC) position steady in Q4 2025 at 500 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2932.

Global Retirement Partners first reported a position in AFMC in Q2 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold AFMC as of Q4 2025.

  • Global Retirement Partners held 500 shares of First Trust Active Factor Mid Cap ETF worth $17.2K as of Q4 2025.
  • Global Retirement Partners left its First Trust Active Factor Mid Cap ETF share count unchanged in Q4 2025.
  • First Trust Active Factor Mid Cap ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2932 holding.
  • Global Retirement Partners first reported a position in First Trust Active Factor Mid Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.