Prosperity Financial Group’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Prosperity Financial Group’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	$1.05M	Buy	29,473 +256	+0.9%	+$9.3K	0.39%	76
2025 Q4	$1.01M	Buy	29,217 +737	+3%	+$25.1K	0.36%	68
2025 Q3	$977K	Buy	28,480 +1,480	+5%	+$49.1K	0.36%	77
2025 Q2	$867K	Buy	27,000 +1,722	+7%	+$52.7K	0.37%	68
2025 Q1	$770K	Buy	25,278 +1,486	+6%	+$47.3K	0.38%	66
2024 Q4	$751K	Buy	23,792 +1,662	+8%	+$54.7K	0.37%	71
2024 Q3	$713K	Buy	22,130 +2,653	+14%	+$81.1K	0.4%	66
2024 Q2	$568K	Buy	19,477 +263	+1%	+$7.7K	0.36%	69
2024 Q1	$582K	Buy	+19,214	New	+$534K	0.36%	67

Other funds holding AFMC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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 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

Prosperity Financial Group's AFMC Position: Q1 2026 in Review

Prosperity Financial Group increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 0.88% in Q1 2026, buying an estimated $9.3K and bringing the position to 29,473 shares worth $1.05M. The position accounts for 0.39% of the portfolio, ranked #76.

Prosperity Financial Group first reported a position in AFMC in Q1 2024 and has held it in 9 quarters since. 48 funds tracked by Wall St. Rank hold AFMC as of Q1 2026.

Prosperity Financial Group held 29,473 shares of First Trust Active Factor Mid Cap ETF worth $1.05M as of Q1 2026.
Prosperity Financial Group bought 256 First Trust Active Factor Mid Cap ETF shares in Q1 2026, an estimated $9.3K.
First Trust Active Factor Mid Cap ETF made up 0.39% of Prosperity Financial Group's portfolio in Q1 2026, its #76 holding.
Prosperity Financial Group first reported a position in First Trust Active Factor Mid Cap ETF in Q1 2024 and has held it in 9 quarters since.
48 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.