LPL Financial
AFMC icon

LPL Financial’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

LPL Financial’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 		$53.6M Buy
1,306,979
+56,380
+5% +$2.2M 0.01% 977
2026
Q1 		$44.4M Buy
1,250,599
+561,742
+82% +$20.4M 0.01% 975
2025
Q4 		$23.7M Buy
688,857
+61,355
+10% +$2.09M 0.01% 1296
2025
Q3 		$21.5M Buy
627,502
+271,464
+76% +$9M 0.01% 1322
2025
Q2 		$11.4M Buy
356,038
+326,603
+1,110% +$10M ﹤0.01% 1623
2025
Q1 		$897K Buy
+29,435
New +$937K ﹤0.01% 3649

Other funds holding AFMC

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SA
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
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
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

LPL Financial's AFMC Position: Q2 2026 in Review

LPL Financial increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 4.5% in Q2 2026, buying an estimated $2.2M and bringing the position to 1,306,979 shares worth $53.6M. The position accounts for 0.01% of the portfolio, ranked #977.

LPL Financial first reported a position in AFMC in Q1 2025 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

  • LPL Financial held 1,306,979 shares of First Trust Active Factor Mid Cap ETF worth $53.6M as of Q2 2026.
  • LPL Financial bought 56,380 First Trust Active Factor Mid Cap ETF shares in Q2 2026, an estimated $2.2M.
  • First Trust Active Factor Mid Cap ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #977 holding.
  • LPL Financial first reported a position in First Trust Active Factor Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 27 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.