We are live on ! Find out more
AFMC icon

First Trust Active Factor Mid Cap ETF
AFMC

48 hedge funds and large institutions have $113M invested in First Trust Active Factor Mid Cap ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

47% more capital invested

Capital invested by funds: $76.7M → $113M (+$36M)

14% more funds holding

Funds holding: 42 → 48 (+6)

2.96% more ownership

Funds ownership: 79.3% → 82.26% (+3%)

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
23
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$20.4M
2
AWM
Avior Wealth Management
Nebraska
+$2.65M
3
USCWA
U.S. Capital Wealth Advisors
Texas
+$2.22M
4
TRCT
Tower Research Capital (TRC)
New York
+$1.5M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
SA
Sovran Advisors
California
-$624K
2
OC
OxenFree Capital
Florida
-$290K
3
CI
CacheTech Inc
Utah
-$269K
4
Osaic Holdings
Osaic Holdings
Arizona
-$241K
5
RA
RFG Advisory
Alabama
-$235K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$742K +$17.2K +474 +2%
FPWM
27
FSB Premier Wealth Management
Iowa
$722K +$16.7K +461 +2%
MOS
28
MGO One Seven
Ohio
$557K -$118K -3,237 -17%
SEIA
29
Signature Estate & Investment Advisors
California
$548K +$50K +1,377 +10%
SWP
30
Stratos Wealth Partners
Ohio
$449K +$459K +12,640 New
AWA
31
Arkadios Wealth Advisors
Georgia
$439K +$20.4K +563 +5%
SW
32
Simplicity Wealth
New Jersey
$410K +$419K +11,537 New
MA
33
Mutual Advisors
Nebraska
$397K +$20K +550 +5%
PFS
34
Prospera Financial Services
Texas
$365K +$14.2K +392 +4%
KWS
35
Keystone Wealth Services
California
$295K +$301K +8,300 New
WEG
36
World Equity Group
Illinois
$290K +$9.01K +248 +3%
OC
37
OxenFree Capital
Florida
$259K -$290K -7,987 -54%
HI
38
Harbour Investments
Wisconsin
$87K +$18.2K +500 +26%
ACA
39
Aptus Capital Advisors
Alabama
$53.3K – – –
IAIM
40
International Assets Investment Management
Florida
$51K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$47.8K -$27.3K -752 -36%
FFA
42
Founders Financial Alliance
North Carolina
$41.9K +$42.9K +1,181 New
ASN
43
Advisory Services Network
Georgia
$31.2K +$31.9K +878 New
GSWM
44
Golden State Wealth Management
California
$15.2K – – –
NA
45
NewEdge Advisors
Louisiana
$12.5K – – –
UBS Group
46
UBS Group
Switzerland
$7.38K +$7.55K +208 New
Morgan Stanley
47
Morgan Stanley
New York
$5.02K +$36 +1 +0.7%
GWSA
48
Global Wealth Strategies & Associates
Colorado
$1.56K -$218 -6 -12%
CI
49
CacheTech Inc
Utah
– -$269K -7,805 Closed
RA
50
RFG Advisory
Alabama
– -$235K -6,810 Closed
1
2
3

AFMC Hedge Fund Activity: Q1 2026 in Review

48 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Mid Cap ETF (AFMC) for Q1 2026, worth a combined $113M — up 47% from $76.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AFMC positions and 5 closed out — a net gain of 7 holders — while 23 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $20.4M. The largest seller was Sovran Advisors, cutting an estimated $624K.

  • 48 institutional investors held First Trust Active Factor Mid Cap ETF (AFMC) as of Q1 2026, up from 42 in Q4 2025.
  • Funds reported $113M of First Trust Active Factor Mid Cap ETF stock for Q1 2026, up 47% quarter-over-quarter.
  • 12 funds opened new First Trust Active Factor Mid Cap ETF positions in Q1 2026 and 5 closed out, a net change of +7 holders.
  • The largest First Trust Active Factor Mid Cap ETF buyer in Q1 2026 was LPL Financial, an estimated $20.4M added.
  • The largest First Trust Active Factor Mid Cap ETF seller in Q1 2026 was Sovran Advisors, an estimated $624K sold.

Based on aggregated 13F filings for Q1 2026.