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Steward Partners Investment Advisory’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Steward Partners Investment Advisory’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 		$47.8K Sell
1,347
-752
-36% -$27.3K ﹤0.01% 2806
2025
Q4 		$72.4K Hold
2,099
– – ﹤0.01% 2475
2025
Q3 		$72K Buy
2,099
+353
+20% +$11.7K ﹤0.01% 2428
2025
Q2 		$56.1K Sell
1,746
-796
-31% -$24.4K ﹤0.01% 2414
2025
Q1 		$77.4K Buy
2,542
+60
+2% +$1.91K ﹤0.01% 2164
2024
Q4 		$78.4K Buy
2,482
+736
+42% +$24.2K ﹤0.01% 2102
2024
Q3 		$56.2K Buy
1,746
+160
+10% +$4.89K ﹤0.01% 2175
2024
Q2 		$46.2K Hold
1,586
– – ﹤0.01% 2145
2024
Q1 		$48K Sell
1,586
-200
-11% -$5.55K ﹤0.01% 2139
2023
Q4 		$47.7K Buy
+1,786
New +$43.6K ﹤0.01% 2016

Other funds holding AFMC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Steward Partners Investment Advisory's AFMC Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its First Trust Active Factor Mid Cap ETF (AFMC) stake by 36% in Q1 2026, selling an estimated $27.3K and leaving 1,347 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2806.

Steward Partners Investment Advisory first reported a position in AFMC in Q4 2023 and has held it in 10 quarters since. The position peaked at $78.4K in Q4 2024. 48 funds tracked by Wall St. Rank hold AFMC as of Q1 2026.

  • Steward Partners Investment Advisory held 1,347 shares of First Trust Active Factor Mid Cap ETF worth $47.8K as of Q1 2026.
  • Steward Partners Investment Advisory sold 752 First Trust Active Factor Mid Cap ETF shares in Q1 2026, an estimated $27.3K.
  • First Trust Active Factor Mid Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2806 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Active Factor Mid Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's First Trust Active Factor Mid Cap ETF position peaked at $78.4K in Q4 2024.
  • 48 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.