Osaic Holdings
AFMC icon

Osaic Holdings’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Osaic Holdings’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 		$2.13M Sell
59,919
-6,644
-10% -$241K ﹤0.01% 2022
2025
Q4 		$2.29M Buy
66,563
+1,755
+3% +$59.8K ﹤0.01% 1978
2025
Q3 		$2.17M Buy
64,808
+43,524
+204% +$1.44M ﹤0.01% 2097
2025
Q2 		$684K Buy
21,284
+2,170
+11% +$66.4K ﹤0.01% 2852
2025
Q1 		$582K Buy
19,114
+4,068
+27% +$129K ﹤0.01% 2729
2024
Q4 		$475K Buy
15,046
+33
+0.2% +$1.08K ﹤0.01% 2851
2024
Q3 		$483K Buy
15,013
+1,122
+8% +$34.3K ﹤0.01% 2897
2024
Q2 		$405K Buy
13,891
+521
+4% +$15.3K ﹤0.01% 2945
2024
Q1 		$405K Buy
13,370
+1,111
+9% +$30.9K ﹤0.01% 3111
2023
Q4 		$327K Buy
12,259
+843
+7% +$20.6K ﹤0.01% 3527
2023
Q3 		$273K Sell
11,416
-36,934
-76% -$919K ﹤0.01% 3760
2023
Q2 		$1.2M Sell
48,350
-41,050
-46% -$955K ﹤0.01% 2323
2023
Q1 		$2.07M Buy
+89,400
New +$2.09M ﹤0.01% 1800

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 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

Osaic Holdings's AFMC Position: Q1 2026 in Review

Osaic Holdings reduced its First Trust Active Factor Mid Cap ETF (AFMC) stake by 10% in Q1 2026, selling an estimated $241K and leaving 59,919 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

Osaic Holdings first reported a position in AFMC in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.29M in Q4 2025. 48 funds tracked by Wall St. Rank hold AFMC as of Q1 2026.

  • Osaic Holdings held 59,919 shares of First Trust Active Factor Mid Cap ETF worth $2.13M as of Q1 2026.
  • Osaic Holdings sold 6,644 First Trust Active Factor Mid Cap ETF shares in Q1 2026, an estimated $241K.
  • First Trust Active Factor Mid Cap ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2022 holding.
  • Osaic Holdings first reported a position in First Trust Active Factor Mid Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • Osaic Holdings's First Trust Active Factor Mid Cap ETF position peaked at $2.29M in Q4 2025.
  • 48 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.