SW
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Simplicity Wealth’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Simplicity Wealth’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 		$500K Buy
12,205
+668
+6% +$26.1K 0.02% 637
2026
Q1 		$410K Buy
+11,537
New +$419K 0.02% 506

Other funds holding AFMC

LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SA
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
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

Simplicity Wealth's AFMC Position: Q2 2026 in Review

Simplicity Wealth increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 5.8% in Q2 2026, buying an estimated $26.1K and bringing the position to 12,205 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #637.

Simplicity Wealth first reported a position in AFMC in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

  • Simplicity Wealth held 12,205 shares of First Trust Active Factor Mid Cap ETF worth $500K as of Q2 2026.
  • Simplicity Wealth bought 668 First Trust Active Factor Mid Cap ETF shares in Q2 2026, an estimated $26.1K.
  • First Trust Active Factor Mid Cap ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #637 holding.
  • Simplicity Wealth first reported a position in First Trust Active Factor Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.