UBS Group’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

UBS Group’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	$7.38K	Buy	+208	New	+$7.55K	﹤0.01%	8590
2024 Q4	–	Sell	-1,661	Closed	-$53.5K	–	9878
2024 Q3	$53.5K	Buy	1,661 +1,561	+1,561%	+$47.7K	﹤0.01%	6775
2024 Q2	$2.92K	Buy	100 +99	+9,900%	+$2.9K	﹤0.01%	8283
2024 Q1	$30	Sell	1 -573	-100%	-$15.9K	﹤0.01%	8984
2023 Q4	$15.3K	Buy	+574	New	+$14K	﹤0.01%	7259
2023 Q2	–	Sell	-13	Closed	-$301	–	8833
2023 Q1	$301	Sell	13 -541	-98%	-$12.6K	﹤0.01%	9087
2022 Q4	$12.3K	Sell	554 -1	-0.2%	-$22	﹤0.01%	8293
2022 Q3	$11K	Sell	555 -161	-22%	-$3.56K	﹤0.01%	8269
2022 Q2	$15K	Sell	716 -84	-11%	-$1.93K	﹤0.01%	7270
2022 Q1	$20K	Buy	800 +785	+5,233%	+$19.5K	﹤0.01%	7435
2021 Q4	$0	Buy	+15	New	+$392	﹤0.01%	10218
2021 Q1	–	Sell	-500	Closed	-$11K	–	8933
2020 Q4	$11K	Hold	500	–	–	﹤0.01%	7394
2020 Q3	$9K	Buy	+500	New	+$8.91K	﹤0.01%	6911

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

UBS Group's AFMC Position: Q1 2026 in Review

UBS Group opened a new position in First Trust Active Factor Mid Cap ETF (AFMC) in Q1 2026: 208 shares worth $7.38K. The stake represents ﹤0.01% of the portfolio and ranks #8590 among its holdings. This is a return to the name: UBS Group previously reported a position in AFMC as recently as Q3 2024.

UBS Group first reported a position in AFMC in Q3 2020 and has held it in 13 quarters since. The position peaked at $53.5K in Q3 2024. 48 funds tracked by Wall St. Rank hold AFMC as of Q1 2026.

UBS Group held 208 shares of First Trust Active Factor Mid Cap ETF worth $7.38K as of Q1 2026.
First Trust Active Factor Mid Cap ETF was a new UBS Group position in Q1 2026.
First Trust Active Factor Mid Cap ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8590 holding.
UBS Group first reported a position in First Trust Active Factor Mid Cap ETF in Q3 2020 and has held it in 13 quarters since.
UBS Group's First Trust Active Factor Mid Cap ETF position peaked at $53.5K in Q3 2024.
48 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.