Free Trial
→ No. You’re not imagining it… (From Porter & Company) (Ad)tc pixel Free AFMC Stock Alerts

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

$39.80 +0.46 (+1.17%)
As of 10:33 AM Eastern
Compare

Institutional Ownership Changes (13F Filings) for First Trust Active Factor Mid Cap ETF (NYSEARCA:AFMC)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$25.66M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$14.02M
Get AFMC Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Active Factor Mid Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AFMC Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/17/2026 Osaic 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%
2/17/2026 Royal 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%
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%
Read this warning immediately (Ad)

Porter Stansberry, founder of one of the world's largest financial research firms, says he's breaking the biggest story of his 26-year career. A famous historian whose books have sold over 45 million copies in 65 languages is warning of a structural shift so large it has only one historical parallel - 1776. One Stanford economist calls it 'the biggest change ever - bigger than electricity, bigger than the steam engine.' Stansberry outlines the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Read Porter Stansberry's full breakdown and protect your wealth now
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%
11/4/2025 Mutual 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%
9/4/2025 Osaic 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%
7/21/2025 Ameritas 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%
4/25/2025Ameritas Advisory Services LLC6,899$210K0.0%N/A0.406%
4/25/2025Sovran Advisors LLC18,505$534K0.1%N/A1.089%
Opportunity Forming in a U.S. Supply-Chain Weak Spot? (Ad)

America has a supply-chain problem with graphite - demand is climbing while dependence on foreign sources remains high. One company appears to have spotted this gap early and is already moving to close it. The company has received federal funding as the U.S. pushes for domestic critical minerals sourcing. The story is still developing, and the market hasn't fully priced it in yet.tc pixel

See the U.S. asset positioned to close the graphite supply gap
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%
2/7/2025Moors & Cabot Inc.12,533$396K0.0%N/A5.013%
2/7/2025Prosperity Financial Group Inc.23,792$751K0.4%+7.5%9.517%


AFMC Institutional Ownership - Frequently Asked Questions

During the previous two years, 42 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 42 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: Christopher J. Hasenberg Inc ($487.13K), EWG Elevate Inc. ($196.13K), Cetera Investment Advisers ($179.82K), World Equity Group Inc. ($163.09K), Cambridge Investment Research Advisors Inc. ($96.50K), Brookwood Investment Group LLC ($91.52K), and Geneos Wealth Management Inc. ($87.52K).

Institutional investors have bought a total of 762,936 shares in the last 24 months. This purchase volume represents approximately $25.66M in transactions.

Of the 15 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. ($122.00K), Cetera Investment Advisers ($34.07K), RFG Advisory LLC ($29.70K), Brookwood Investment Group LLC ($26.00K), Sovran Advisors LLC ($20.51K), and OxenFree Capital LLC ($7.99K).

Institutional investors have sold a total of 412,583 shares in the last 24 months. This volume of shares sold represents approximately $14.02M in transactions.


Related Companies

This page (NYSEARCA:AFMC) was last updated on 5/26/2026 by MarketBeat.com Staff.
From Our Partners
Opportunity Forming in a U.S. Supply-Chain Weak Spot?
America has a supply-chain problem with graphite - demand is climbing while dependence on foreign sources rema...
i2i Marketing Group, LLC | Sponsoredtc pixel
Trump Is Eyeing the Biggest Monetary Shift Since Nixon
On August 15, 1971, Nixon ended the Bretton Woods agreement and untethered the dollar from gold. Since that ni...
Americas Gold Company | Sponsoredtc pixel
The SpaceX supplier that shipped 5 billion chips to Starlink
When Nvidia surged 770%, its data center cooling supplier Vertiv climbed 1,700%. When Apple ran 2,000%, suppli...
Weiss Ratings | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
Goldman Sachs just told you what to buy (most people missed it)
Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - no...
Behind the Markets | Sponsoredtc pixel
Your book attached
Bill Poulos is offering his 'Simple Options Trading For Beginners' guide at no cost - normally priced at $29.9...
Profits Run | Sponsoredtc pixel
I was right about SpaceX
Jeff Brown predicted Bitcoin before it climbed as high as 52,400%, Tesla before 2,150%, and Nvidia before 32,0...
Brownstone Research | Sponsoredtc pixel