KPWS
AFMC icon

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
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
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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $784M 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 $10.6B AUM 19.99% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return