MC
AFMC icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $21.8B AUM 28.57% 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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 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

Moors & Cabot's AFMC Position: Q1 2026 in Review

Moors & Cabot increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 19% in Q1 2026, buying an estimated $158K and bringing the position to 26,974 shares worth $958K. The position accounts for 0.04% of the portfolio, ranked #383.

Moors & Cabot first reported a position in AFMC in Q4 2024 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold AFMC as of Q1 2026.

  • Moors & Cabot held 26,974 shares of First Trust Active Factor Mid Cap ETF worth $958K as of Q1 2026.
  • Moors & Cabot bought 4,352 First Trust Active Factor Mid Cap ETF shares in Q1 2026, an estimated $158K.
  • First Trust Active Factor Mid Cap ETF made up 0.04% of Moors & Cabot's portfolio in Q1 2026, its #383 holding.
  • Moors & Cabot first reported a position in First Trust Active Factor Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 48 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.