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First Trust Active Factor Mid Cap ETF

41 hedge funds and large institutions have $74.9M invested in First Trust Active Factor Mid Cap ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

28% more capital invested

Capital invested by funds: $58.6M → $74.9M (+$16.3M)

11% more funds holding

Funds holding: 3741 (+4)

2.78% more ownership

Funds ownership: 82.84%85.62% (+2.8%)

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$21.5M +$9M +271,464 +76%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$8.02M +$1.85M +55,833 +31%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.33M -$211K -6,361 -3%
PAG
4
Private Advisor Group
New Jersey
$4.81M +$369K +11,118 +9%
KPWS
5
Kestra Private Wealth Services
Texas
$3.38M +$50.1K +1,510 +2%
GWM
6
Geneos Wealth Management
Colorado
$2.93M +$2.67M +80,632 +1,734%
KAS
7
Kestra Advisory Services
Texas
$2.69M +$14K +423 +0.5%
EE
8
EWG Elevate
California
$2.54M -$2.13M -64,333 -46%
BIG
9
Brookwood Investment Group
Arizona
$2.29M +$884K +26,667 +66%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.17M +$1.44M +43,524 +204%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.88M +$11.6K +350 +0.6%
SA
12
Sovran Advisors
California
$1.85M +$395K +11,904 +27%
Mariner
13
Mariner
Kansas
$1.43M +$29.6K +893 +2%
PAS
14
PKS Advisory Services
New York
$1.26M +$11.4K +345 +0.9%
P
15
&Partners
Tennessee
$1.12M +$366K +11,029 +56%
TRCT
16
Tower Research Capital (TRC)
New York
$1.08M +$1.04M +31,422 New
Jane Street
17
Jane Street
New York
$1.01M +$974K +29,360 New
PFG
18
Prosperity Financial Group
California
$977K +$49.1K +1,480 +5%
MC
19
Moors & Cabot
Massachusetts
$842K +$12.7K +382 +2%
Goldman Sachs
20
Goldman Sachs
New York
$773K +$748K +22,540 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$732K +$163K +4,920 +30%
SMC
22
Smith, Moore & Co
Missouri
$681K +$93.9K +2,830 +17%
FPWM
23
FSB Premier Wealth Management
Iowa
$653K +$631K +19,039 New
FFA
24
Farther Finance Advisors
California
$499K +$466K +14,045 +2,809%
SEIA
25
Signature Estate & Investment Advisors
California
$485K +$232 +7 +0%

AFMC Hedge Fund Activity: Q3 2025 in Review

41 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Mid Cap ETF (AFMC) for Q3 2025, worth a combined $74.9M — up 28% from $58.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AFMC positions and 2 closed out — a net gain of 5 holders — while 23 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $9M. The largest seller was World Equity Group, cutting an estimated $5.01M.

  • 41 institutional investors held First Trust Active Factor Mid Cap ETF (AFMC) as of Q3 2025, up from 37 in Q2 2025.
  • Funds reported $74.9M of First Trust Active Factor Mid Cap ETF stock for Q3 2025, up 28% quarter-over-quarter.
  • 7 funds opened new First Trust Active Factor Mid Cap ETF positions in Q3 2025 and 2 closed out, a net change of +5 holders.
  • The largest First Trust Active Factor Mid Cap ETF buyer in Q3 2025 was LPL Financial, an estimated $9M added.
  • The largest First Trust Active Factor Mid Cap ETF seller in Q3 2025 was World Equity Group, an estimated $5.01M sold.

Based on aggregated 13F filings for Q3 2025.