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 Q1	$410K	Buy	+11,537	New	+$419K	0.02%	506

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

Simplicity Wealth's AFMC Position: Q1 2026 in Review

Simplicity Wealth opened a new position in First Trust Active Factor Mid Cap ETF (AFMC) in Q1 2026: 11,537 shares worth $410K. The stake represents 0.02% of the portfolio and ranks #506 among its holdings.

48 funds tracked by Wall St. Rank hold AFMC as of Q1 2026.

Simplicity Wealth held 11,537 shares of First Trust Active Factor Mid Cap ETF worth $410K as of Q1 2026.
First Trust Active Factor Mid Cap ETF was a new Simplicity Wealth position in Q1 2026.
First Trust Active Factor Mid Cap ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #506 holding.
48 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.