Integrated Wealth Concepts
AFMC icon

Integrated Wealth Concepts’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Integrated Wealth Concepts’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 		$808K Buy
+19,709
New +$769K 0.01% 1353

Other funds holding AFMC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Private Advisor Group
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 $45.2B AUM 20.72% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Integrated Wealth Concepts's AFMC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in First Trust Active Factor Mid Cap ETF (AFMC) in Q2 2026: 19,709 shares worth $808K. The stake represents 0.01% of the portfolio and ranks #1353 among its holdings.

50 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

  • Integrated Wealth Concepts held 19,709 shares of First Trust Active Factor Mid Cap ETF worth $808K as of Q2 2026.
  • First Trust Active Factor Mid Cap ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • First Trust Active Factor Mid Cap ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1353 holding.
  • 50 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.