Evid Invest
Who owns AFMCWhat AFMC owns — n/a

Who owns First Trust Active Factor Mid Cap ETF?

Institutional ownership of AFMC from SEC Form 13F filings across 41 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

41

13F holders

$111.0M

value, 2026 filers

95.8%

of shares outstanding (2.9M sh)

11

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of AFMC's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1LPL Financial LLC1.3M$53.6M0.0%43.4%+4.5%
2Cetera Investment Advisers204,557$8.4M0.0%6.8%+1.5%
3Cambridge Investment Research Advisors, Inc.175,106$7,1760.0%5.8%-16.2%
4Sovran Advisors, LLC126,207$5.2M0.4%4.2%+263.9%
5Kestra Advisory Services, LLC119,589$4.9M0.0%4%+3.9%
6COMMONWEALTH EQUITY SERVICES, LLC114,694$4.7M0.0%3.8%+4.1%
7KESTRA PRIVATE WEALTH SERVICES, LLC91,753$3.8M0.0%3%-3.7%
8Brookwood Investment Group LLC75,414$3.1M0.3%2.5%-11.5%
9OneAscent Financial Services LLCNEW73,402$3.0M0.1%2.4%new
10&PARTNERS66,566$2.7M0.0%2.2%+28.7%
11Arax Advisory PartnersNEW62,040$2.5M0.0%2.1%new
12OSAIC HOLDINGS, INC.53,773$2.2M0.0%1.8%-10.3%
13STIFEL FINANCIAL CORPNEW49,380$2.0M0.0%1.6%new
14Integrated Wealth Concepts LLCNEW39,420$1.6M0.0%1.3%new
15Stratos Wealth Partners, LTD.38,770$1.6M0.0%1.3%+206.7%
16PKS Advisory Services, LLC37,269$1.5M0.2%1.2%-0.8%
17JPMORGAN CHASE & CONEW25,974$1.1M0.0%0.9%new
18ENVESTNET ASSET MANAGEMENT INC24,760$1.0M0.0%0.8%+18.5%
19SMITH, MOORE & CO.24,549$1.0M0.1%0.8%+17.0%
20Moors & Cabot, Inc.23,472$961,8830.0%0.8%-13.0%
21Tower Research Capital LLC (TRC)19,668$805,9950.0%0.7%-52.2%
22Keystone Wealth Services, LLC16,712$684,8610.1%0.6%+101.3%
23MGO ONE SEVEN LLC16,575$679,2440.0%0.6%+5.7%
24CITADEL ADVISORS LLC16,010$656,0900.0%0.5%-52.4%
25Arkadios Wealth Advisors12,313$504,5860.0%0.4%-0.5%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.