Kestra Advisory Services’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Kestra Advisory Services’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	$4.09M	Buy	115,108 +6,701	+6%	+$243K	0.02%	905
2025 Q4	$3.74M	Buy	108,407 +30,137	+39%	+$1.03M	0.02%	899
2025 Q3	$2.69M	Buy	78,270 +423	+0.5%	+$14K	0.01%	999
2025 Q2	$2.5M	Buy	77,847 +3,520	+5%	+$108K	0.01%	970
2025 Q1	$2.26M	Buy	74,327 +3,522	+5%	+$112K	0.01%	931
2024 Q4	$2.24M	Buy	70,805 +6,479	+10%	+$213K	0.01%	943
2024 Q3	$2.07M	Buy	64,326 +2,331	+4%	+$71.3K	0.01%	936
2024 Q2	$1.81M	Sell	61,995 -39	-0.1%	-$1.14K	0.01%	1017
2024 Q1	$1.88M	Buy	62,034 +138	+0.2%	+$3.83K	0.01%	909
2023 Q4	$1.65M	Buy	+61,896	New	+$1.51M	0.01%	886

Other funds holding AFMC

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors

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

Cetera Investment Advisers

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

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

Commonwealth Equity Services

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

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

Brookwood Investment Group Phoenix, Arizona $784M AUM 29.04% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return