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First Trust Active Factor Mid Cap ETF

37 hedge funds and large institutions have $58.6M invested in First Trust Active Factor Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

77% more capital invested

Capital invested by funds: $33.1M → $58.6M (+$25.5M)

19% more funds holding

Funds holding: 3137 (+6)

2.28% more ownership

Funds ownership: 80.56%82.84% (+2.3%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
37
Holders Change
+6
Holders Change %
+19.35%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
20
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11.4M +$10M +326,603 +1,110%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.13M +$1.81M +59,052 +45%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$5.71M +$832K +27,195 +18%
WEG
4
World Equity Group
Illinois
$5.24M +$4.17M +136,179 +506%
EE
5
EWG Elevate
California
$4.45M -$1.77M -57,671 -29%
PAG
6
Private Advisor Group
New Jersey
$4.15M +$3.95M +129,113 New
KPWS
7
Kestra Private Wealth Services
Texas
$3.12M +$453K +14,790 +18%
KAS
8
Kestra Advisory Services
Texas
$2.5M +$108K +3,520 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.75M +$734K +23,979 +79%
SA
10
Sovran Advisors
California
$1.41M +$759K +24,784 +134%
Citadel Advisors
11
Citadel Advisors
Florida
$1.34M +$97.3K +3,179 +8%
Mariner
12
Mariner
Kansas
$1.31M +$217K +7,103 +21%
BIG
13
Brookwood Investment Group
Arizona
$1.29M -$757K -24,735 -38%
RA
14
RFG Advisory
Alabama
$1.17M +$1.12M +36,505 New
PAS
15
PKS Advisory Services
New York
$1.17M +$62.6K +2,047 +6%
PFG
16
Prosperity Financial Group
California
$867K +$52.7K +1,722 +7%
MC
17
Moors & Cabot
Massachusetts
$776K +$52K +1,700 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$684K +$66.4K +2,170 +11%
P
19
&Partners
Tennessee
$633K +$205K +6,695 +52%
SMC
20
Smith, Moore & Co
Missouri
$547K +$12.4K +405 +2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$527K +$22K +718 +5%
SEIA
22
Signature Estate & Investment Advisors
California
$454K +$432K +14,130 New
OC
23
OxenFree Capital
Florida
$363K +$1.28K +42 +0.4%
MOS
24
MGO One Seven
Ohio
$350K -$2.6K -85 -0.8%
AWA
25
Arkadios Wealth Advisors
Georgia
$325K +$310K +10,114 New

AFMC Hedge Fund Activity: Q2 2025 in Review

37 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Mid Cap ETF (AFMC) for Q2 2025, worth a combined $58.6M — up 77% from $33.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AFMC positions and 3 closed out — a net gain of 6 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $10M. The largest seller was EWG Elevate, cutting an estimated $1.77M.

  • 37 institutional investors held First Trust Active Factor Mid Cap ETF (AFMC) as of Q2 2025, up from 31 in Q1 2025.
  • Funds reported $58.6M of First Trust Active Factor Mid Cap ETF stock for Q2 2025, up 77% quarter-over-quarter.
  • 9 funds opened new First Trust Active Factor Mid Cap ETF positions in Q2 2025 and 3 closed out, a net change of +6 holders.
  • The largest First Trust Active Factor Mid Cap ETF buyer in Q2 2025 was LPL Financial, an estimated $10M added.
  • The largest First Trust Active Factor Mid Cap ETF seller in Q2 2025 was EWG Elevate, an estimated $1.77M sold.

Based on aggregated 13F filings for Q2 2025.