World Equity Group
AFMC icon

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

World Equity 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
Q3 		– Sell
-8,741
Closed -$358K – 258
2026
Q2 		$358K Buy
8,741
+586
+7% +$22.9K 0.08% 278
2026
Q1 		$290K Buy
8,155
+248
+3% +$9.01K 0.08% 291
2025
Q4 		$273K Sell
7,907
-3,992
-34% -$136K 0.08% 281
2025
Q3 		$408K Sell
11,899
-151,189
-93% -$5.01M 0.09% 213
2025
Q2 		$5.24M Buy
163,088
+136,179
+506% +$4.17M 1.43% 13
2025
Q1 		$820K Buy
26,909
+2,851
+12% +$90.7K 0.23% 92
2024
Q4 		$760K Buy
24,058
+15,567
+183% +$512K 0.16% 137
2024
Q3 		$273K Buy
+8,491
New +$260K 0.1% 197

Other funds holding AFMC

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

World Equity Group's AFMC Position: Q3 2026 in Review

World Equity Group sold out of First Trust Active Factor Mid Cap ETF (AFMC) in Q3 2026, closing a stake of 8,741 shares — an estimated $358K sold.

World Equity Group first reported a position in AFMC in Q3 2024 and held it in 8 quarters. The position peaked at $5.24M in Q2 2025. 4 funds tracked by Wall St. Rank hold AFMC as of Q3 2026.

  • World Equity Group reported no remaining First Trust Active Factor Mid Cap ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 8,741 First Trust Active Factor Mid Cap ETF shares in Q3 2026, an estimated $358K.
  • World Equity Group first reported a position in First Trust Active Factor Mid Cap ETF in Q3 2024 and held it in 8 quarters.
  • World Equity Group's First Trust Active Factor Mid Cap ETF position peaked at $5.24M in Q2 2025.
  • 4 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.