KWS
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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
Q1 		$295K Buy
+8,300
New +$301K 0.06% 248

Other funds holding AFMC

LPL Financial
LPL Financial San Diego, California $377B 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
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M 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 $12.8B AUM 26.53% 1-Year Est. Return

Keystone Wealth Services's AFMC Position: Q1 2026 in Review

Keystone Wealth Services opened a new position in First Trust Active Factor Mid Cap ETF (AFMC) in Q1 2026: 8,300 shares worth $295K. The stake represents 0.06% of the portfolio and ranks #248 among its holdings.

48 funds tracked by Wall St. Rank hold AFMC as of Q1 2026.

  • Keystone Wealth Services held 8,300 shares of First Trust Active Factor Mid Cap ETF worth $295K as of Q1 2026.
  • First Trust Active Factor Mid Cap ETF was a new Keystone Wealth Services position in Q1 2026.
  • First Trust Active Factor Mid Cap ETF made up 0.06% of Keystone Wealth Services's portfolio in Q1 2026, its #248 holding.
  • 48 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.