Moors & Cabot’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Moors & Cabot’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	$962K	Sell	23,472 -3,502	-13%	-$137K	0.04%	397
2026 Q1	$958K	Buy	26,974 +4,352	+19%	+$158K	0.04%	383
2025 Q4	$780K	Sell	22,622 -1,921	-8%	-$65.5K	0.03%	414
2025 Q3	$842K	Buy	24,543 +382	+2%	+$12.7K	0.04%	399
2025 Q2	$776K	Buy	24,161 +1,700	+8%	+$52K	0.04%	399
2025 Q1	$684K	Buy	22,461 +9,928	+79%	+$316K	0.03%	409
2024 Q4	$396K	Buy	+12,533	New	+$412K	0.02%	575

Other funds holding AFMC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 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

Moors & Cabot's AFMC Position: Q2 2026 in Review

Moors & Cabot reduced its First Trust Active Factor Mid Cap ETF (AFMC) stake by 13% in Q2 2026, selling an estimated $137K and leaving 23,472 shares worth $962K. The position accounts for 0.04% of the portfolio, ranked #397.

Moors & Cabot first reported a position in AFMC in Q4 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

Moors & Cabot held 23,472 shares of First Trust Active Factor Mid Cap ETF worth $962K as of Q2 2026.
Moors & Cabot sold 3,502 First Trust Active Factor Mid Cap ETF shares in Q2 2026, an estimated $137K.
First Trust Active Factor Mid Cap ETF made up 0.04% of Moors & Cabot's portfolio in Q2 2026, its #397 holding.
Moors & Cabot first reported a position in First Trust Active Factor Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
50 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.