Signature Estate & Investment Advisors’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Signature Estate & Investment Advisors’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	–	Sell	-15,448	Closed	-$548K	–	672
2026 Q1	$548K	Buy	15,448 +1,377	+10%	+$50K	0.01%	397
2025 Q4	$485K	Sell	14,071 -66	-0.5%	-$2.25K	0.01%	397
2025 Q3	$485K	Buy	14,137 +7	+0%	+$232	0.01%	387
2025 Q2	$454K	Buy	+14,130	New	+$432K	0.01%	382

Other funds holding AFMC

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

CWA

Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

Signature Estate & Investment Advisors's AFMC Position: Q2 2026 in Review

Signature Estate & Investment Advisors sold out of First Trust Active Factor Mid Cap ETF (AFMC) in Q2 2026, closing a stake of 15,448 shares — an estimated $548K sold.

Signature Estate & Investment Advisors first reported a position in AFMC in Q2 2025 and held it in 4 quarters. The position peaked at $548K in Q1 2026. 26 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

Signature Estate & Investment Advisors reported no remaining First Trust Active Factor Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
Signature Estate & Investment Advisors sold 15,448 First Trust Active Factor Mid Cap ETF shares in Q2 2026, an estimated $548K.
Signature Estate & Investment Advisors first reported a position in First Trust Active Factor Mid Cap ETF in Q2 2025 and held it in 4 quarters.
Signature Estate & Investment Advisors's First Trust Active Factor Mid Cap ETF position peaked at $548K in Q1 2026.
26 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.