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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
2026
Q2 		$3.01M Buy
+73,402
New +$2.86M 0.14% 104
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 $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

OneAscent Financial Services's AFMC Position: Q2 2026 in Review

OneAscent Financial Services opened a new position in First Trust Active Factor Mid Cap ETF (AFMC) in Q2 2026: 73,402 shares worth $3.01M. The stake represents 0.14% of the portfolio and ranks #104 among its holdings. This is a return to the name: OneAscent Financial Services previously reported a position in AFMC as recently as Q1 2025.

OneAscent Financial Services first reported a position in AFMC in Q1 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

  • OneAscent Financial Services held 73,402 shares of First Trust Active Factor Mid Cap ETF worth $3.01M as of Q2 2026.
  • First Trust Active Factor Mid Cap ETF was a new OneAscent Financial Services position in Q2 2026.
  • First Trust Active Factor Mid Cap ETF made up 0.14% of OneAscent Financial Services's portfolio in Q2 2026, its #104 holding.
  • OneAscent Financial Services first reported a position in First Trust Active Factor Mid Cap ETF in Q1 2025 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.