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 Q2	$2.2M	Sell	53,773 -6,146	-10%	-$240K	﹤0.01%	2221
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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 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

Osaic Holdings's AFMC Position: Q2 2026 in Review

Osaic Holdings reduced its First Trust Active Factor Mid Cap ETF (AFMC) stake by 10% in Q2 2026, selling an estimated $240K and leaving 53,773 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Osaic Holdings first reported a position in AFMC in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.29M in Q4 2025. 50 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

Osaic Holdings held 53,773 shares of First Trust Active Factor Mid Cap ETF worth $2.2M as of Q2 2026.
Osaic Holdings sold 6,146 First Trust Active Factor Mid Cap ETF shares in Q2 2026, an estimated $240K.
First Trust Active Factor Mid Cap ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2221 holding.
Osaic Holdings first reported a position in First Trust Active Factor Mid Cap ETF in Q1 2023 and has held it in 14 quarters since.
Osaic Holdings's First Trust Active Factor Mid Cap ETF position peaked at $2.29M in Q4 2025.
50 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.