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
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 $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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 $21.3B AUM 22.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 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

Mutual Advisors's AFMC Position: Q1 2026 in Review

Mutual Advisors increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 5.2% in Q1 2026, buying an estimated $20K and bringing the position to 11,171 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #1002.

Mutual Advisors first reported a position in AFMC in Q3 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold AFMC as of Q1 2026.

  • Mutual Advisors held 11,171 shares of First Trust Active Factor Mid Cap ETF worth $397K as of Q1 2026.
  • Mutual Advisors bought 550 First Trust Active Factor Mid Cap ETF shares in Q1 2026, an estimated $20K.
  • First Trust Active Factor Mid Cap ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1002 holding.
  • Mutual Advisors first reported a position in First Trust Active Factor Mid Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.