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 Q3	$1.12M	Buy	28,238 +4,766	+20%	+$194K	0.04%	361
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 $468B AUM 17.69% 1-Year Est. Return

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

Moors & Cabot's AFMC Position: Q3 2026 in Review

Moors & Cabot increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 20% in Q3 2026, buying an estimated $194K and bringing the position to 28,238 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #361.

Moors & Cabot first reported a position in AFMC in Q4 2024 and has held it in 8 quarters since. 26 funds tracked by Wall St. Rank hold AFMC as of Q3 2026.

Moors & Cabot held 28,238 shares of First Trust Active Factor Mid Cap ETF worth $1.12M as of Q3 2026.
Moors & Cabot bought 4,766 First Trust Active Factor Mid Cap ETF shares in Q3 2026, an estimated $194K.
First Trust Active Factor Mid Cap ETF made up 0.04% of Moors & Cabot's portfolio in Q3 2026, its #361 holding.
Moors & Cabot first reported a position in First Trust Active Factor Mid Cap ETF in Q4 2024 and has held it in 8 quarters since.
26 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.