Sovran Advisors’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Sovran 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 Q1	$1.34M	Sell	34,682 -17,196	-33%	-$624K	0.11%	199
2025 Q4	$1.9M	Sell	51,878 -3,315	-6%	-$113K	0.16%	144
2025 Q3	$1.85M	Buy	55,193 +11,904	+27%	+$395K	0.16%	140
2025 Q2	$1.41M	Buy	43,289 +24,784	+134%	+$759K	0.15%	157
2025 Q1	$534K	Buy	+18,505	New	+$589K	0.07%	274

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

Sovran Advisors's AFMC Position: Q1 2026 in Review

Sovran Advisors reduced its First Trust Active Factor Mid Cap ETF (AFMC) stake by 33% in Q1 2026, selling an estimated $624K and leaving 34,682 shares worth $1.34M. The position accounts for 0.11% of the portfolio, ranked #199.

Sovran Advisors first reported a position in AFMC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.9M in Q4 2025. 48 funds tracked by Wall St. Rank hold AFMC as of Q1 2026.

Sovran Advisors held 34,682 shares of First Trust Active Factor Mid Cap ETF worth $1.34M as of Q1 2026.
Sovran Advisors sold 17,196 First Trust Active Factor Mid Cap ETF shares in Q1 2026, an estimated $624K.
First Trust Active Factor Mid Cap ETF made up 0.11% of Sovran Advisors's portfolio in Q1 2026, its #199 holding.
Sovran Advisors first reported a position in First Trust Active Factor Mid Cap ETF in Q1 2025 and has held it in 5 quarters since.
Sovran Advisors's First Trust Active Factor Mid Cap ETF position peaked at $1.9M in Q4 2025.
48 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.