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

$40.28 0.00 (0.00%)
As of 07/2/2026 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)
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
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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
5/19/2026Arkadios Wealth Advisors12,373$439K0.0%+4.8%0.313%
5/13/2026Cetera Investment Advisers201,579$7.16M0.0%+1.0%5.103%
5/5/2026Geneos Wealth Management Inc.82,750$2.94M0.1%-5.4%2.095%
5/1/2026Sovran Advisors LLC34,682$1.34M0.1%-33.1%0.878%
5/1/2026Simplicity Wealth LLC11,537$410K0.0%N/A0.296%
4/30/2026Kestra Advisory Services LLC115,108$4.09M0.0%+6.2%2.951%
4/27/2026Private Advisor Group LLC162,344$5.76M0.0%+3.7%4.163%
4/20/2026Kestra Private Wealth Services LLC95,294$3.38M0.0%-2.5%2.443%
4/17/2026OxenFree Capital LLC6,898$259K0.1%-53.7%0.177%
2/18/2026CacheTech Inc.7,805$269K0.0%N/A0.252%
2/17/2026Cetera Investment Advisers199,550$6.88M0.0%-14.6%6.437%
2/17/2026Osaic Holdings Inc.66,563$2.29M0.0%+2.7%2.147%
2/17/2026Private 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%
2/16/2026Mariner LLC42,030$1.45M0.0%+0.9%1.356%
2/13/2026Kestra Advisory Services LLC108,407$3.74M0.0%+38.5%3.497%
2/13/2026Arkadios Wealth Advisors11,810$407K0.0%+4.1%0.381%
2/12/2026Commonwealth Equity Services LLC72,302$2.49M0.0%+31.9%2.332%
2/11/2026LPL Financial LLC688,857$23.75M0.0%+9.8%22.221%
2/10/2026Moors & Cabot Inc.22,622$780K0.0%-7.8%0.730%
2/3/2026International Assets Investment Management LLC1,418$49K0.0%N/A0.046%
2/3/2026FSB Premier Wealth Management Inc.19,884$685K0.2%+4.4%0.641%
2/3/2026MGO One Seven LLC18,920$652K0.0%+127.7%0.610%
2/3/2026RFG Advisory LLC6,810$235K0.0%-45.7%0.220%
2/2/2026PKS Advisory Services LLC36,223$1.25M0.3%-1.3%1.168%
1/29/2026Kestra Private Wealth Services LLC97,755$3.37M0.0%-0.9%3.259%
1/28/2026Geneos Wealth Management Inc.87,517$3.02M0.1%+2.6%2.917%
1/26/2026Prosperity Financial Group Inc.29,217$1.01M0.4%+2.6%1.007%
1/23/2026Farther Finance Advisors LLC46,742$1.61M0.0%+221.4%1.612%
1/23/2026Smith Moore & CO.19,273$664K0.1%-2.9%0.665%
1/22/2026Brookwood Investment Group LLC65,522$2.26M0.3%-1.9%2.259%
1/21/2026Crux Wealth Advisors41,865$1.44M0.5%N/A1.444%
1/20/2026Sovran Advisors LLC51,878$1.90M0.2%-6.0%1.820%
1/15/2026OxenFree Capital LLC14,885$513K0.3%+26.4%0.522%
1/12/2026World Equity Group Inc.7,907$273K0.1%-33.5%0.277%
11/18/2025Advisory Services Network LLC877$30K0.0%N/A0.032%
11/17/2025Kestra Private Wealth Services LLC98,619$3.38M0.0%+1.6%3.653%
11/17/2025Prosperity Financial Group Inc.28,480$977K0.4%+5.5%1.055%
11/17/2025Mariner LLC41,661$1.43M0.0%+2.2%1.543%
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11/17/2025Moors & Cabot Inc.24,543$842K0.0%+1.6%0.909%
11/14/2025Tower Research Capital LLC TRC 31,422$1.08M0.0%N/A1.164%
11/13/2025Private Advisor Group LLC140,231$4.81M0.0%+8.6%5.194%
11/12/2025Smith Moore & CO.19,856$681K0.1%+16.6%0.735%
11/12/2025PKS Advisory Services LLC36,682$1.26M0.3%+0.9%1.359%
11/7/2025Founders Financial Alliance LLC1,183$41K0.0%N/A0.044%
11/6/2025Prospera Financial Services Inc9,899$340K0.0%+3.2%0.367%
11/6/2025RFG Advisory LLC12,533$430K0.0%-65.7%0.464%
11/5/2025Envestnet Asset Management Inc.21,322$732K0.0%+30.0%0.790%
11/4/2025Mutual Advisors LLC10,621$361K0.0%N/A0.393%
10/31/2025Sovran Advisors LLC55,193$1.85M0.2%+27.5%2.044%
10/31/2025FSB Premier Wealth Management Inc.19,039$653K0.2%N/A0.705%
10/29/2025Arkadios Wealth Advisors11,349$389K0.0%+12.2%0.420%
10/24/2025MGO One Seven LLC8,310$285K0.0%-23.7%0.308%
10/24/2025World Equity Group Inc.11,899$408K0.1%-92.7%0.441%
10/22/2025Geneos Wealth Management Inc.85,282$2.93M0.1%+1,734.0%3.159%
10/21/2025Brookwood Investment Group LLC66,786$2.29M0.3%+66.5%2.474%
10/14/2025Farther Finance Advisors LLC14,545$499K0.0%+2,809.0%0.539%
10/9/2025OxenFree 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%
8/18/2025Geneos Wealth Management Inc.4,650$149K0.0%+21.2%0.190%
8/13/2025Smith Moore & CO.17,026$547K0.0%+2.4%0.695%
8/12/2025Steward Partners Investment Advisory LLC1,746$56K0.0%-31.3%0.071%
8/12/2025PKS Advisory Services LLC36,337$1.17M0.3%+6.0%1.483%
8/8/2025Cetera Investment Advisers177,790$5.71M0.0%+18.1%7.257%
8/6/2025Prospera Financial Services Inc9,591$308K0.0%N/A0.391%
8/6/2025Moors & Cabot Inc.24,161$776K0.0%+7.6%0.986%
8/4/2025Arkadios Wealth Advisors10,114$325K0.0%N/A0.413%
8/1/2025Brookwood Investment Group LLC40,119$1.29M0.2%-38.1%1.638%
8/1/2025Envestnet Asset Management Inc.16,402$527K0.0%+4.6%0.669%
7/30/2025Prosperity Financial Group Inc.27,000$867K0.4%+6.8%1.102%
7/29/2025Signature Estate & Investment Advisors LLC14,130$454K0.0%N/A0.577%
7/28/2025RFG 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%
7/15/2025World Equity Group Inc.163,088$5.24M1.4%+506.1%6.657%
7/10/2025Sovran 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%
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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.


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This page (NYSEARCA:AFMC) was last updated on 7/5/2026 by MarketBeat.com Staff.
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