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 Q2	$4.9M	Buy	119,589 +4,481	+4%	+$175K	0.02%	862
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 $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Kestra Advisory Services's AFMC Position: Q2 2026 in Review

Kestra Advisory Services increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 3.9% in Q2 2026, buying an estimated $175K and bringing the position to 119,589 shares worth $4.9M. The position accounts for 0.02% of the portfolio, ranked #862.

Kestra Advisory Services first reported a position in AFMC in Q4 2023 and has held it in 11 quarters since. 50 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

Kestra Advisory Services held 119,589 shares of First Trust Active Factor Mid Cap ETF worth $4.9M as of Q2 2026.
Kestra Advisory Services bought 4,481 First Trust Active Factor Mid Cap ETF shares in Q2 2026, an estimated $175K.
First Trust Active Factor Mid Cap ETF made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #862 holding.
Kestra Advisory Services first reported a position in First Trust Active Factor Mid Cap ETF in Q4 2023 and has held it in 11 quarters since.
50 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.