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Global Wealth Strategies & Associates’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-44
Closed -$1.56K – 108
2026
Q1 		$1.56K Sell
44
-6
-12% -$218 ﹤0.01% 440
2025
Q4 		$1.72K Buy
+50
New +$1.71K ﹤0.01% 442

Other funds holding AFMC

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Global Wealth Strategies & Associates's AFMC Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of First Trust Active Factor Mid Cap ETF (AFMC) in Q2 2026, closing a stake of 44 shares — an estimated $1.56K sold.

Global Wealth Strategies & Associates first reported a position in AFMC in Q4 2025 and held it in 2 quarters. The position peaked at $1.72K in Q4 2025. 5 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining First Trust Active Factor Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 44 First Trust Active Factor Mid Cap ETF shares in Q2 2026, an estimated $1.56K.
  • Global Wealth Strategies & Associates first reported a position in First Trust Active Factor Mid Cap ETF in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's First Trust Active Factor Mid Cap ETF position peaked at $1.72K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.