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First Trust Active Factor Mid Cap ETF
AFMC

31 hedge funds and large institutions have $33.1M invested in First Trust Active Factor Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

1,100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 1

103% more capital invested

Capital invested by funds: $16.3M → $33.1M (+$16.8M)

82% more funds holding

Funds holding: 17 → 31 (+14)

20.05% more ownership

Funds ownership: 60.51% → 80.56% (+20%)

Holders
31
Holders Change
+14
Holders Change %
+82.35%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
12
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EE
EWG Elevate
California
+$5.55M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.79M
3
KPWS
Kestra Private Wealth Services
Texas
+$2.62M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.23M
5
PAS
PKS Advisory Services
New York
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.21M
2
TRCT
Tower Research Capital (TRC)
New York
-$936K
Name Holding Trade Value Shares
Change 		Change in
Stake
EE
1
EWG Elevate
California
$5.97M +$5.55M +174,496 +807%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$4.59M +$4.79M +150,595 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.01M -$4.21M -132,425 -50%
KPWS
4
Kestra Private Wealth Services
Texas
$2.51M +$2.62M +82,319 New
KAS
5
Kestra Advisory Services
Texas
$2.26M +$112K +3,522 +5%
BIG
6
Brookwood Investment Group
Arizona
$1.98M +$2.06M +64,854 New
Citadel Advisors
7
Citadel Advisors
Florida
$1.18M +$1.23M +38,599 New
PAS
8
PKS Advisory Services
New York
$1.04M +$1.09M +34,290 New
Mariner
9
Mariner
Kansas
$1.03M +$1.07M +33,665 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$928K +$970K +30,475 New
LPL Financial
11
LPL Financial
California
$897K +$937K +29,435 New
WEG
12
World Equity Group
Illinois
$820K +$90.7K +2,851 +12%
PFG
13
Prosperity Financial Group
California
$770K +$47.3K +1,486 +6%
MC
14
Moors & Cabot
Massachusetts
$684K +$316K +9,928 +79%
Osaic Holdings
15
Osaic Holdings
Arizona
$582K +$129K +4,068 +27%
SA
16
Sovran Advisors
California
$534K +$589K +18,505 New
SMC
17
Smith, Moore & Co
Missouri
$506K +$49.2K +1,545 +10%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$478K +$135K +4,241 +37%
P
19
&Partners
Tennessee
$393K +$125K +3,922 +43%
MOS
20
MGO One Seven
Ohio
$334K +$349K +10,970 New
OC
21
OxenFree Capital
Florida
$317K +$7.89K +248 +2%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$312K +$326K +10,246 New
OFS
23
OneAscent Financial Services
Alabama
$253K +$265K +8,321 New
GWM
24
Geneos Wealth Management
Colorado
$234K +$244K +7,674 New
AAS
25
Ameritas Advisory Services
Nebraska
$210K +$220K +6,899 New
1
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AFMC Hedge Fund Activity: Q1 2025 in Review

31 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Mid Cap ETF (AFMC) for Q1 2025, worth a combined $33.1M — up 103% from $16.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AFMC positions and 1 closed out — a net gain of 14 holders — while 12 added to existing stakes and 1 trimmed.

The largest buyer was EWG Elevate, adding an estimated $5.55M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $4.21M.

  • 31 institutional investors held First Trust Active Factor Mid Cap ETF (AFMC) as of Q1 2025, up from 17 in Q4 2024.
  • Funds reported $33.1M of First Trust Active Factor Mid Cap ETF stock for Q1 2025, up 103% quarter-over-quarter.
  • 15 funds opened new First Trust Active Factor Mid Cap ETF positions in Q1 2025 and 1 closed out, a net change of +14 holders.
  • The largest First Trust Active Factor Mid Cap ETF buyer in Q1 2025 was EWG Elevate, an estimated $5.55M added.
  • The largest First Trust Active Factor Mid Cap ETF seller in Q1 2025 was Cambridge Investment Research Advisors, an estimated $4.21M sold.

Based on aggregated 13F filings for Q1 2025.