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 Q3	$66.8M	Buy	1,687,245 +380,266	+29%	+$15.5M	0.01%	886
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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Meadow Creek Wealth Advisors Atlanta, Georgia $170M AUM 25.04% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PAS

PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

LPL Financial's AFMC Position: Q3 2026 in Review

LPL Financial increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 29% in Q3 2026, buying an estimated $15.5M and bringing the position to 1,687,245 shares worth $66.8M. The position accounts for 0.01% of the portfolio, ranked #886.

LPL Financial first reported a position in AFMC in Q1 2025 and has held it in 7 quarters since. 26 funds tracked by Wall St. Rank hold AFMC as of Q3 2026.

LPL Financial held 1,687,245 shares of First Trust Active Factor Mid Cap ETF worth $66.8M as of Q3 2026.
LPL Financial bought 380,266 First Trust Active Factor Mid Cap ETF shares in Q3 2026, an estimated $15.5M.
First Trust Active Factor Mid Cap ETF made up 0.01% of LPL Financial's portfolio in Q3 2026, its #886 holding.
LPL Financial first reported a position in First Trust Active Factor Mid Cap ETF in Q1 2025 and has held it in 7 quarters since.
26 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.