SMC
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Smith, Moore & Co’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Smith, Moore & Co’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 		$1.01M Buy
24,549
+3,575
+17% +$139K 0.07% 236
2026
Q1 		$745K Buy
20,974
+1,701
+9% +$61.8K 0.05% 259
2025
Q4 		$664K Sell
19,273
-583
-3% -$19.9K 0.05% 271
2025
Q3 		$681K Buy
19,856
+2,830
+17% +$93.9K 0.05% 268
2025
Q2 		$547K Buy
17,026
+405
+2% +$12.4K 0.05% 291
2025
Q1 		$506K Buy
16,621
+1,545
+10% +$49.2K 0.05% 290
2024
Q4 		$476K Buy
15,076
+2,870
+24% +$94.4K 0.04% 296
2024
Q3 		$393K Buy
12,206
+4,280
+54% +$131K 0.04% 314
2024
Q2 		$231K Sell
7,926
-360
-4% -$10.5K 0.02% 395
2024
Q1 		$251K Sell
8,286
-935
-10% -$26K 0.03% 375
2023
Q4 		$246K Buy
9,221
+400
+5% +$9.76K 0.03% 363
2023
Q3 		$211K Hold
8,821
– – 0.03% 360
2023
Q2 		$219K Hold
8,821
– – 0.03% 364
2023
Q1 		$204K Buy
+8,821
New +$206K 0.03% 365
2022
Q2 		– Sell
-8,937
Closed -$221K – 395
2022
Q1 		$221K Sell
8,937
-469
-5% -$11.7K 0.03% 375
2021
Q4 		$251K Buy
+9,406
New +$246K 0.03% 353

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

Smith, Moore & Co's AFMC Position: Q2 2026 in Review

Smith, Moore & Co increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 17% in Q2 2026, buying an estimated $139K and bringing the position to 24,549 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #236.

Smith, Moore & Co first reported a position in AFMC in Q4 2021 and has held it in 16 quarters since. 44 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

  • Smith, Moore & Co held 24,549 shares of First Trust Active Factor Mid Cap ETF worth $1.01M as of Q2 2026.
  • Smith, Moore & Co bought 3,575 First Trust Active Factor Mid Cap ETF shares in Q2 2026, an estimated $139K.
  • First Trust Active Factor Mid Cap ETF made up 0.07% of Smith, Moore & Co's portfolio in Q2 2026, its #236 holding.
  • Smith, Moore & Co first reported a position in First Trust Active Factor Mid Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • 44 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.