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

Kestra Private Wealth 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	$3.76M	Sell	91,753 -3,541	-4%	-$138K	0.04%	417
2026 Q1	$3.38M	Sell	95,294 -2,461	-3%	-$89.4K	0.04%	414
2025 Q4	$3.37M	Sell	97,755 -864	-0.9%	-$29.5K	0.04%	392
2025 Q3	$3.38M	Buy	98,619 +1,510	+2%	+$50.1K	0.04%	389
2025 Q2	$3.12M	Buy	97,109 +14,790	+18%	+$453K	0.04%	389
2025 Q1	$2.51M	Buy	+82,319	New	+$2.62M	0.04%	404

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

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 Private Wealth Services's AFMC Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its First Trust Active Factor Mid Cap ETF (AFMC) stake by 3.7% in Q2 2026, selling an estimated $138K and leaving 91,753 shares worth $3.76M. The position accounts for 0.04% of the portfolio, ranked #417.

Kestra Private Wealth Services first reported a position in AFMC in Q1 2025 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

Kestra Private Wealth Services held 91,753 shares of First Trust Active Factor Mid Cap ETF worth $3.76M as of Q2 2026.
Kestra Private Wealth Services sold 3,541 First Trust Active Factor Mid Cap ETF shares in Q2 2026, an estimated $138K.
First Trust Active Factor Mid Cap ETF made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #417 holding.
Kestra Private Wealth Services first reported a position in First Trust Active Factor Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
50 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

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