Free Trial
→ SpaceX IPO hides a much bigger story (From Weiss Ratings) (Ad)tc pixel Free AFMC Stock Alerts

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

$38.88 +0.44 (+1.14%)
As of 05/5/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$27.20M
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
5/5/2026Geneos 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%
2/18/2026CacheTech 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%
2/17/2026 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%
2/16/2026Mariner LLC42,030$1.45M0.0%+0.9%1.356%
2/13/2026 Kestra Advisory Services LLC108,407$3.74M0.0%+38.5%3.497%
2/13/2026Arkadios Wealth Advisors11,810$407K0.0%+4.1%0.381%
2/12/2026 Commonwealth Equity Services LLC72,302$2.49M0.0%+31.9%2.332%
2/11/2026LPL Financial LLC688,857$23.75M0.0%+9.8%22.221%
2/10/2026Moors & Cabot Inc.22,622$780K0.0%-7.8%0.730%
2/3/2026 International 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%
2/3/2026 RFG Advisory LLC6,810$235K0.0%-45.7%0.220%
2/2/2026PKS Advisory Services LLC36,223$1.25M0.3%-1.3%1.168%
1/29/2026 Kestra 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%
1/23/2026 Farther Finance Advisors LLC46,742$1.61M0.0%+221.4%1.612%
1/23/2026Smith Moore & CO.19,273$664K0.1%-2.9%0.665%
1/22/2026 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%
1/12/2026World Equity Group Inc.7,907$273K0.1%-33.5%0.277%
11/18/2025Advisory Services Network LLC877$30K0.0%N/A0.032%
11/17/2025 Kestra 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%
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%
11/13/2025 Private 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%
11/6/2025 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%
10/31/2025FSB 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%
10/21/2025 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%
8/18/2025Geneos 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%
8/6/2025 Prospera 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%
8/1/2025 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%
7/30/2025Prosperity 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%
7/15/2025World 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%
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%
2/6/2025Steward Partners Investment Advisory LLC2,482$78K0.0%+42.2%0.993%
2/4/2025World Equity Group Inc.24,058$760K0.2%+183.3%9.623%


AFMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AFMC shares?

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 ($6.88M), 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.

Which institutional investors have been buying First Trust Active Factor Mid Cap ETF's stock?

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 ($177.79K), 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).

How much institutional buying is happening at First Trust Active Factor Mid Cap ETF?

Institutional investors have bought a total of 1,029,402 shares in the last 24 months. This purchase volume represents approximately $33.77M in transactions.

Which of First Trust Active Factor Mid Cap ETF's major shareholders have been selling company stock?

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).

How much institutional selling is happening at First Trust Active Factor Mid Cap ETF?

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 5/6/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
I’m sounding the alarm
Meta is cutting 10% of its workforce. Microsoft offered voluntary retirement to 7% of U.S. employees. Oracle, ...
Porter & Company | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
How to collect $1,170/month from silver
There is a silver fund paying up to 20% in yearly distributions - no mining stocks, no options required. The s...
Investors Alley | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Did you miss The Dark AI Summit?
Over 55,000 people attended Jeff Brown's Dark AI Summit, where he revealed a private AI company he believes ho...
Brownstone Research | Sponsoredtc pixel
Why Elon just bought a power plant (Ticker inside)
Elon Musk is burning nearly $1 billion a month because he cannot power the world's largest supercomputer witho...
Behind the Markets | Sponsoredtc pixel
Iran War Update: Trump’s Hand-Written Letter Reveals What Comes Next
Jim Rickards has uncovered what he believes is Trump's economic plan, with a key trigger date of May 15. The F...
Paradigm Press | Sponsoredtc pixel