Harbour Investments’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Harbour Investments’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	$87K	Buy	2,451 +500	+26%	+$18.2K	﹤0.01%	2037
2025 Q4	$67.3K	Buy	1,951 +17	+0.9%	+$580	﹤0.01%	1821
2025 Q3	$66.4K	Sell	1,934 -914	-32%	-$30.3K	﹤0.01%	1768
2025 Q2	$91.5K	Buy	2,848 +200	+8%	+$6.12K	﹤0.01%	1547
2025 Q1	$80.7K	Buy	2,648 +1,095	+71%	+$34.8K	﹤0.01%	1540
2024 Q4	$49.1K	Buy	1,553 +1,131	+268%	+$37.2K	﹤0.01%	1722
2024 Q3	$13.6K	Hold	422	–	–	﹤0.01%	2230
2024 Q2	$12.3K	Hold	422	–	–	﹤0.01%	2164
2024 Q1	$12.8K	Buy	+422	New	+$11.7K	﹤0.01%	2134

Other funds holding AFMC

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

FFA

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

Harbour Investments's AFMC Position: Q1 2026 in Review

Harbour Investments increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 26% in Q1 2026, buying an estimated $18.2K and bringing the position to 2,451 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Harbour Investments first reported a position in AFMC in Q1 2024 and has held it in 9 quarters since. The position peaked at $91.5K in Q2 2025. 48 funds tracked by Wall St. Rank hold AFMC as of Q1 2026.

Harbour Investments held 2,451 shares of First Trust Active Factor Mid Cap ETF worth $87K as of Q1 2026.
Harbour Investments bought 500 First Trust Active Factor Mid Cap ETF shares in Q1 2026, an estimated $18.2K.
First Trust Active Factor Mid Cap ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2037 holding.
Harbour Investments first reported a position in First Trust Active Factor Mid Cap ETF in Q1 2024 and has held it in 9 quarters since.
Harbour Investments's First Trust Active Factor Mid Cap ETF position peaked at $91.5K in Q2 2025.
48 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.