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First Trust Active Factor Mid Cap ETF

42 hedge funds and large institutions have $76.7M invested in First Trust Active Factor Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

2% more funds holding

Funds holding: 4142 (+1)

2% more capital invested

Capital invested by funds: $74.9M → $76.7M (+$1.77M)

6.32% less ownership

Funds ownership: 85.62%79.3% (-6.3%)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$23.7M +$2.09M +61,355 +10%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$6.88M -$1.16M -34,073 -15%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.42M +$58.5K +1,716 +0.9%
PAG
4
Private Advisor Group
New Jersey
$5.4M +$555K +16,276 +12%
KAS
5
Kestra Advisory Services
Texas
$3.74M +$1.03M +30,137 +39%
KPWS
6
Kestra Private Wealth Services
Texas
$3.37M -$29.5K -864 -0.9%
GWM
7
Geneos Wealth Management
Colorado
$3.02M +$76.2K +2,235 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.49M +$597K +17,498 +32%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.29M +$59.8K +1,755 +3%
BIG
10
Brookwood Investment Group
Arizona
$2.26M -$43.1K -1,264 -2%
SA
11
Sovran Advisors
California
$1.9M -$113K -3,315 -6%
P
12
&Partners
Tennessee
$1.62M +$550K +16,134 +53%
FFA
13
Farther Finance Advisors
California
$1.61M +$1.1M +32,197 +221%
Mariner
14
Mariner
Kansas
$1.45M +$12.6K +369 +0.9%
CWA
15
Crux Wealth Advisors
California
$1.44M +$1.43M +41,865 New
PAS
16
PKS Advisory Services
New York
$1.25M -$15.6K -459 -1%
PFG
17
Prosperity Financial Group
California
$1.01M +$25.1K +737 +3%
MC
18
Moors & Cabot
Massachusetts
$780K -$65.5K -1,921 -8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$704K -$30.9K -905 -4%
FPWM
20
FSB Premier Wealth Management
Iowa
$685K +$28.8K +845 +4%
SMC
21
Smith, Moore & Co
Missouri
$664K -$19.9K -583 -3%
MOS
22
MGO One Seven
Ohio
$652K +$362K +10,610 +128%
OC
23
OxenFree Capital
Florida
$513K +$106K +3,112 +26%
SEIA
24
Signature Estate & Investment Advisors
California
$485K -$2.25K -66 -0.5%
AWA
25
Arkadios Wealth Advisors
Georgia
$407K +$15.7K +461 +4%

AFMC Hedge Fund Activity: Q4 2025 in Review

42 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Mid Cap ETF (AFMC) for Q4 2025, worth a combined $76.7M — up 2.4% from $74.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AFMC positions and 5 closed out — a net gain of 2 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.09M. The largest seller was Cetera Investment Advisers, cutting an estimated $1.16M.

  • 42 institutional investors held First Trust Active Factor Mid Cap ETF (AFMC) as of Q4 2025, up from 41 in Q3 2025.
  • Funds reported $76.7M of First Trust Active Factor Mid Cap ETF stock for Q4 2025, up 2.4% quarter-over-quarter.
  • 7 funds opened new First Trust Active Factor Mid Cap ETF positions in Q4 2025 and 5 closed out, a net change of +2 holders.
  • The largest First Trust Active Factor Mid Cap ETF buyer in Q4 2025 was LPL Financial, an estimated $2.09M added.
  • The largest First Trust Active Factor Mid Cap ETF seller in Q4 2025 was Cetera Investment Advisers, an estimated $1.16M sold.

Based on aggregated 13F filings for Q4 2025.