MA
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Mutual Advisors’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Mutual Advisors’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 		$458K Hold
11,171
– – 0.01% 982
2026
Q1 		$397K Buy
11,171
+550
+5% +$20K 0.01% 1002
2025
Q4 		$366K Hold
10,621
– – 0.01% 1014
2025
Q3 		$361K Buy
+10,621
New +$352K 0.01% 994

Other funds holding AFMC

LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Mutual Advisors's AFMC Position: Q2 2026 in Review

Mutual Advisors held its First Trust Active Factor Mid Cap ETF (AFMC) position steady in Q2 2026 at 11,171 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #982.

Mutual Advisors first reported a position in AFMC in Q3 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

  • Mutual Advisors held 11,171 shares of First Trust Active Factor Mid Cap ETF worth $458K as of Q2 2026.
  • Mutual Advisors left its First Trust Active Factor Mid Cap ETF share count unchanged in Q2 2026.
  • First Trust Active Factor Mid Cap ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #982 holding.
  • Mutual Advisors first reported a position in First Trust Active Factor Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.