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First Trust Active Factor Mid Cap ETF (AFMC) Institutional Ownership

$42.01 +0.14 (+0.33%)
As of 08/14/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Active Factor Mid Cap ETF (NYSEARCA:AFMC)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$17.17M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$12.52M
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AFMC Institutional Buying and Selling by Quarter

First Trust Active Factor Mid Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 World Equity Group Inc.8,741$358K0.1%+7.2%0.206%
7/7/2026 Avior Wealth Management LLC42,084$1.73M0.0%-42.3%0.990%
5/19/2026 Arkadios Wealth Advisors12,373$439K0.0%+4.8%0.313%
5/13/2026 Cetera Investment Advisers201,579$7.16M0.0%+1.0%5.103%
5/5/2026 Geneos Wealth Management Inc.82,750$2.94M0.1%-5.4%2.095%
5/1/2026 Sovran Advisors LLC34,682$1.34M0.1%-33.1%0.878%
5/1/2026 Simplicity Wealth LLC11,537$410K0.0%N/A0.296%
4/30/2026 Kestra Advisory Services LLC115,108$4.09M0.0%+6.2%2.951%
4/27/2026 Private Advisor Group LLC162,344$5.76M0.0%+3.7%4.163%
4/20/2026 Kestra Private Wealth Services LLC95,294$3.38M0.0%-2.5%2.443%
4/17/2026 OxenFree Capital LLC6,898$259K0.1%-53.7%0.177%
2/18/2026 CacheTech Inc.7,805$269K0.0%N/A0.252%
2/17/2026 Cetera Investment Advisers199,550$6.88M0.0%-14.6%6.437%
2/17/2026Osaic Holdings Inc.66,563$2.29M0.0%+2.7%2.147%
2/17/2026 Private Advisor Group LLC156,507$5.40M0.0%+11.6%5.049%
2/17/2026&PARTNERS46,857$1.62M0.0%+52.5%1.512%
2/17/2026Royal Bank of Canada1,500$52K0.0%N/A0.048%
2/16/2026 Mariner LLC42,030$1.45M0.0%+0.9%1.356%
2/13/2026 Kestra Advisory Services LLC108,407$3.74M0.0%+38.5%3.497%
2/13/2026 Arkadios Wealth Advisors11,810$407K0.0%+4.1%0.381%
2/12/2026 Commonwealth Equity Services LLC72,302$2.49M0.0%+31.9%2.332%
2/11/2026 LPL Financial LLC688,857$23.75M0.0%+9.8%22.221%
2/10/2026 Moors & Cabot Inc.22,622$780K0.0%-7.8%0.730%
2/3/2026 International Assets Investment Management LLC1,418$49K0.0%N/A0.046%
2/3/2026 FSB Premier Wealth Management Inc.19,884$685K0.2%+4.4%0.641%
2/3/2026 MGO One Seven LLC18,920$652K0.0%+127.7%0.610%
2/3/2026 RFG Advisory LLC6,810$235K0.0%-45.7%0.220%
2/2/2026 PKS Advisory Services LLC36,223$1.25M0.3%-1.3%1.168%
1/29/2026 Kestra Private Wealth Services LLC97,755$3.37M0.0%-0.9%3.259%
1/28/2026 Geneos Wealth Management Inc.87,517$3.02M0.1%+2.6%2.917%
1/26/2026 Prosperity Financial Group Inc.29,217$1.01M0.4%+2.6%1.007%
1/23/2026 Farther Finance Advisors LLC46,742$1.61M0.0%+221.4%1.612%
1/23/2026 Smith Moore & CO.19,273$664K0.1%-2.9%0.665%
1/22/2026 Brookwood Investment Group LLC65,522$2.26M0.3%-1.9%2.259%
1/21/2026 Crux Wealth Advisors41,865$1.44M0.5%N/A1.444%
1/20/2026 Sovran Advisors LLC51,878$1.90M0.2%-6.0%1.820%
1/15/2026 OxenFree Capital LLC14,885$513K0.3%+26.4%0.522%
1/12/2026 World Equity Group Inc.7,907$273K0.1%-33.5%0.277%
11/18/2025 Advisory Services Network LLC877$30K0.0%N/A0.032%
11/17/2025 Kestra Private Wealth Services LLC98,619$3.38M0.0%+1.6%3.653%
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11/17/2025 Prosperity Financial Group Inc.28,480$977K0.4%+5.5%1.055%
11/17/2025 Mariner LLC41,661$1.43M0.0%+2.2%1.543%
11/17/2025 Moors & Cabot Inc.24,543$842K0.0%+1.6%0.909%
11/14/2025 Tower Research Capital LLC TRC 31,422$1.08M0.0%N/A1.164%
11/13/2025 Private Advisor Group LLC140,231$4.81M0.0%+8.6%5.194%
11/12/2025 Smith Moore & CO.19,856$681K0.1%+16.6%0.735%
11/12/2025 PKS Advisory Services LLC36,682$1.26M0.3%+0.9%1.359%
11/7/2025 Founders Financial Alliance LLC1,183$41K0.0%N/A0.044%
11/6/2025 Prospera Financial Services Inc9,899$340K0.0%+3.2%0.367%
11/6/2025 RFG Advisory LLC12,533$430K0.0%-65.7%0.464%
11/5/2025 Envestnet Asset Management Inc.21,322$732K0.0%+30.0%0.790%
11/4/2025Mutual Advisors LLC10,621$361K0.0%N/A0.393%
10/31/2025 Sovran Advisors LLC55,193$1.85M0.2%+27.5%2.044%
10/31/2025 FSB Premier Wealth Management Inc.19,039$653K0.2%N/A0.705%
10/29/2025 Arkadios Wealth Advisors11,349$389K0.0%+12.2%0.420%
10/24/2025 MGO One Seven LLC8,310$285K0.0%-23.7%0.308%
10/24/2025 World Equity Group Inc.11,899$408K0.1%-92.7%0.441%
10/22/2025 Geneos Wealth Management Inc.85,282$2.93M0.1%+1,734.0%3.159%
10/21/2025 Brookwood Investment Group LLC66,786$2.29M0.3%+66.5%2.474%
10/14/2025 Farther Finance Advisors LLC14,545$499K0.0%+2,809.0%0.539%
10/9/2025 OxenFree Capital LLC11,773$403K0.2%+4.2%0.436%
10/7/2025EWG Elevate Inc.74,125$2.54M0.8%-46.5%2.745%
9/4/2025Osaic Holdings Inc.21,284$684K0.0%+11.4%0.869%
8/18/2025 Geneos Wealth Management Inc.4,650$149K0.0%+21.2%0.190%
8/13/2025 Smith Moore & CO.17,026$547K0.0%+2.4%0.695%
8/12/2025 Steward Partners Investment Advisory LLC1,746$56K0.0%-31.3%0.071%
8/12/2025 PKS Advisory Services LLC36,337$1.17M0.3%+6.0%1.483%
8/8/2025 Cetera Investment Advisers177,790$5.71M0.0%+18.1%7.257%
8/6/2025 Prospera Financial Services Inc9,591$308K0.0%N/A0.391%
8/6/2025 Moors & Cabot Inc.24,161$776K0.0%+7.6%0.986%
8/4/2025 Arkadios Wealth Advisors10,114$325K0.0%N/A0.413%
8/1/2025 Brookwood Investment Group LLC40,119$1.29M0.2%-38.1%1.638%
8/1/2025 Envestnet Asset Management Inc.16,402$527K0.0%+4.6%0.669%
7/30/2025 Prosperity Financial Group Inc.27,000$867K0.4%+6.8%1.102%
7/29/2025 Signature Estate & Investment Advisors LLC14,130$454K0.0%N/A0.577%
7/28/2025 RFG Advisory LLC36,505$1.17M0.0%N/A1.490%
7/21/2025Ameritas Advisory Services LLC4,192$135K0.0%-39.2%0.171%
7/15/2025EWG Elevate Inc.138,458$4.45M1.4%-29.4%5.651%
7/15/2025 World Equity Group Inc.163,088$5.24M1.4%+506.1%6.657%
7/10/2025 Sovran Advisors LLC43,289$1.41M0.1%+133.9%1.882%
5/21/2025Geneos Wealth Management Inc.3,837$117K0.0%N/A0.197%
5/14/2025PKS Advisory Services LLC34,290$1.04M0.3%N/A1.758%
5/14/2025Kestra Advisory Services LLC74,327$2.26M0.0%+5.0%4.372%
5/12/2025Founders Financial Alliance LLC937$29K0.0%N/A0.055%
5/8/2025Moors & Cabot Inc.22,461$684K0.0%+79.2%1.321%
5/8/2025Harbour Investments Inc.2,648$81K0.0%+70.5%0.156%
5/6/2025Cetera Investment Advisers150,595$4.59M0.0%N/A8.859%
5/6/2025Brookwood Investment Group LLC64,854$1.98M0.3%N/A3.815%
5/5/2025Kestra Private Wealth Services LLC82,319$2.51M0.0%N/A4.842%
4/29/2025Envestnet Asset Management Inc.15,684$478K0.0%+37.1%0.923%
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4/25/2025Ameritas Advisory Services LLC6,899$210K0.0%N/A0.406%
4/25/2025Sovran Advisors LLC18,505$534K0.1%N/A1.089%
4/22/2025Cambridge Investment Research Advisors Inc.131,743$4.01M0.0%-50.1%7.750%
4/22/2025World Equity Group Inc.26,909$820K0.2%+11.9%1.583%
4/10/2025EWG Elevate Inc.196,129$5.97M2.2%+806.6%14.528%
2/17/2025Aptus Capital Advisors LLC1,500$47K0.0%N/A0.600%
2/14/2025Tower Research Capital LLC TRC29,639$936K0.0%-17.2%11.856%
2/13/2025Envestnet Asset Management Inc.11,443$361K0.0%N/A4.577%
2/13/2025Smith Moore & CO.15,076$476K0.0%+23.5%6.030%
2/10/2025Harbour Investments Inc.1,553$49K0.0%+268.0%0.621%


AFMC Institutional Ownership - Frequently Asked Questions

During the previous two years, 43 institutional investors and hedge funds held shares of First Trust Active Factor Mid Cap ETF. The most heavily invested institutionals were LPL Financial LLC ($23.75M), Cetera Investment Advisers ($7.16M), Private Advisor Group LLC ($5.76M), Kestra Advisory Services LLC ($4.09M), Cambridge Investment Research Advisors Inc. ($4.01M), Kestra Private Wealth Services LLC ($3.38M), and Geneos Wealth Management Inc. ($2.94M).Learn more on First Trust Active Factor Mid Cap ETF's institutional investors.

Of the 40 institutional investors that purchased First Trust Active Factor Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: EWG Elevate Inc. ($196.13K), Cetera Investment Advisers ($179.82K), World Equity Group Inc. ($163.67K), Brookwood Investment Group LLC ($91.52K), Geneos Wealth Management Inc. ($87.52K), Kestra Private Wealth Services LLC ($83.83K), and LPL Financial LLC ($61.36K).

Institutional investors have bought a total of 498,432 shares in the last 24 months. This purchase volume represents approximately $17.17M in transactions.

Of the 14 institutional investors that sold First Trust Active Factor Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: World Equity Group Inc. ($155.18K), EWG Elevate Inc. ($64.33K), Cetera Investment Advisers ($34.07K), Avior Wealth Management LLC ($30.79K), RFG Advisory LLC ($29.70K), Sovran Advisors LLC ($20.51K), and OxenFree Capital LLC ($7.99K).

Institutional investors have sold a total of 357,466 shares in the last 24 months. This volume of shares sold represents approximately $12.52M in transactions.


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Institutional ownership data for NYSEARCA:AFMC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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