UBS Group
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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
Q2 		– Sell
-208
Closed -$7.38K – 10411
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
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

UBS Group's AFMC Position: Q2 2026 in Review

UBS Group sold out of First Trust Active Factor Mid Cap ETF (AFMC) in Q2 2026, closing a stake of 208 shares — an estimated $7.38K sold.

UBS Group first reported a position in AFMC in Q3 2020 and held it in 13 quarters. The position peaked at $53.5K in Q3 2024. 50 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

  • UBS Group reported no remaining First Trust Active Factor Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 208 First Trust Active Factor Mid Cap ETF shares in Q2 2026, an estimated $7.38K.
  • UBS Group first reported a position in First Trust Active Factor Mid Cap ETF in Q3 2020 and held it in 13 quarters.
  • UBS Group's First Trust Active Factor Mid Cap ETF position peaked at $53.5K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.