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&Partners’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

&Partners’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 		$1.84M Buy
51,720
+4,863
+10% +$177K 0.01% 944
2025
Q4 		$1.62M Buy
46,857
+16,134
+53% +$550K 0.01% 963
2025
Q3 		$1.12M Buy
30,723
+11,029
+56% +$366K 0.01% 1030
2025
Q2 		$633K Buy
19,694
+6,695
+52% +$205K ﹤0.01% 1231
2025
Q1 		$393K Buy
12,999
+3,922
+43% +$125K ﹤0.01% 1253
2024
Q4 		$291K Buy
+9,077
New +$299K ﹤0.01% 1355

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

&Partners's AFMC Position: Q1 2026 in Review

&Partners increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 10% in Q1 2026, buying an estimated $177K and bringing the position to 51,720 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #944.

&Partners first reported a position in AFMC in Q4 2024 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold AFMC as of Q1 2026.

  • &Partners held 51,720 shares of First Trust Active Factor Mid Cap ETF worth $1.84M as of Q1 2026.
  • &Partners bought 4,863 First Trust Active Factor Mid Cap ETF shares in Q1 2026, an estimated $177K.
  • First Trust Active Factor Mid Cap ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #944 holding.
  • &Partners first reported a position in First Trust Active Factor Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 48 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.