Keystone Wealth Services
AFMC icon

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

Keystone 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 		$685K Buy
16,712
+8,412
+101% +$328K 0.13% 167
2026
Q1 		$295K Buy
+8,300
New +$301K 0.06% 248

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 $44.6B AUM 28.94% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.34B AUM 21.74% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $9.1B AUM 32.09% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

Keystone Wealth Services increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 101% in Q2 2026, buying an estimated $328K and bringing the position to 16,712 shares worth $685K. The position accounts for 0.13% of the portfolio, ranked #167.

Keystone Wealth Services first reported a position in AFMC in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

  • Keystone Wealth Services held 16,712 shares of First Trust Active Factor Mid Cap ETF worth $685K as of Q2 2026.
  • Keystone Wealth Services bought 8,412 First Trust Active Factor Mid Cap ETF shares in Q2 2026, an estimated $328K.
  • First Trust Active Factor Mid Cap ETF made up 0.13% of Keystone Wealth Services's portfolio in Q2 2026, its #167 holding.
  • Keystone Wealth Services first reported a position in First Trust Active Factor Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.