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OneAscent Financial Services’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

OneAscent Financial Services’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
2025
Q2 		– Sell
-8,321
Closed -$253K – 529
2025
Q1 		$253K Buy
+8,321
New +$265K 0.02% 428

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
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

OneAscent Financial Services's AFMC Position: Q2 2025 in Review

OneAscent Financial Services sold out of First Trust Active Factor Mid Cap ETF (AFMC) in Q2 2025, closing a stake of 8,321 shares — an estimated $253K sold.

OneAscent Financial Services first reported a position in AFMC in Q1 2025 and held it in 1 quarter. The position peaked at $253K in Q1 2025. 37 funds tracked by Wall St. Rank hold AFMC as of Q2 2025.

  • OneAscent Financial Services reported no remaining First Trust Active Factor Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 8,321 First Trust Active Factor Mid Cap ETF shares in Q2 2025, an estimated $253K.
  • OneAscent Financial Services first reported a position in First Trust Active Factor Mid Cap ETF in Q1 2025 and held it in 1 quarter.
  • OneAscent Financial Services's First Trust Active Factor Mid Cap ETF position peaked at $253K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2025.

Based on OneAscent Financial Services's 13F filing for Q2 2025, filed 12 Aug 2025.