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RFG Advisory’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

RFG Advisory’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 		– Sell
-6,810
Closed -$235K – 1039
2025
Q4 		$235K Sell
6,810
-5,723
-46% -$195K ﹤0.01% 902
2025
Q3 		$430K Sell
12,533
-23,972
-66% -$795K 0.01% 730
2025
Q2 		$1.17M Buy
+36,505
New +$1.12M 0.03% 407

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

RFG Advisory's AFMC Position: Q1 2026 in Review

RFG Advisory sold out of First Trust Active Factor Mid Cap ETF (AFMC) in Q1 2026, closing a stake of 6,810 shares — an estimated $235K sold.

RFG Advisory first reported a position in AFMC in Q2 2025 and held it in 3 quarters. The position peaked at $1.17M in Q2 2025. 48 funds tracked by Wall St. Rank hold AFMC as of Q1 2026.

  • RFG Advisory reported no remaining First Trust Active Factor Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • RFG Advisory sold 6,810 First Trust Active Factor Mid Cap ETF shares in Q1 2026, an estimated $235K.
  • RFG Advisory first reported a position in First Trust Active Factor Mid Cap ETF in Q2 2025 and held it in 3 quarters.
  • RFG Advisory's First Trust Active Factor Mid Cap ETF position peaked at $1.17M in Q2 2025.
  • 48 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2026.

Based on RFG Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.