AFMC institutional holders

First Trust Active Factor Mid Cap ETF · 52 reporting institutions · $139M reported value

Funds that can replace AFMC · AFMC return decomposition

Institutional holdings

Institutions reporting AFMC, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$53.6M23,4582026-06-30
Private Advisor Group, LLC$8.5M9272026-06-30
Cetera Investment Advisers$8.4M10,3702026-06-30
Sovran Advisors, LLC$5.2M702026-06-30
Kestra Advisory Services, LLC$4.9M1,4792026-06-30
Commonwealth Equity Services, LLC$4.7M2,8632026-06-30
Farther Finance Advisors, LLC$4.2M3342026-06-30
Kestra Private Wealth Services, LLC$3.8M2062026-06-30
Geneos Wealth Management, Inc.$3.5M1932026-06-30
Brookwood Investment Group LLC$3.1M692026-06-30
Oneascent Financial Services LLC$3M852026-06-30
&partners$2.7M5552026-06-30
Ewg Elevate Inc.$2.5M02025-09-30
Arax Advisory Partners$2.5M2322026-06-30
Osaic Holdings, Inc.$2.2M02026-06-30
U.S. Capital Wealth Advisors, LLC$2.2M02026-03-31
Stifel Financial Corp$2M02026-06-30
Crux Wealth Advisors$1.8M92026-06-30
Avior Wealth Management, LLC$1.7M692026-06-30
Integrated Wealth Concepts LLC$1.6M4802026-06-30
Stratos Wealth Partners, Ltd.$1.6M3862026-06-30
Pks Advisory Services, LLC$1.5M462026-06-30
Prosperity Financial Group, Inc.$1.2M02026-06-30
Jpmorgan Chase & Co$1.1M02026-06-30
Fsb Premier Wealth Management, Inc.$1M102026-06-30
Kingsview Wealth Management, LLC$1M1152026-06-30
Envestnet Pmc$1M602026-06-30
Smith, Moore & Co.$1M452026-06-30
Moors & Cabot, Inc.$961.9K822026-06-30
Tower Research Capital LLC (trc)$806K02026-06-30
Keystone Wealth Services, LLC$684.9K122026-06-30
Mgo One Seven LLC$679.2K1182026-06-30
Citadel Advisors LLC$656.1K02026-06-30
Arkadios Wealth Advisors$504.6K2262026-06-30
Simplicity Wealth, LLC$500.2K02026-06-30
Mutual Advisors, LLC$457.8K1532026-06-30
Prospera Financial Services, Inc.$426.1K2702026-06-30
World Equity Group, Inc.$358.2K562026-06-30
Oxenfree Capital LLC$266.6K82026-06-30
Truist Financial Corp$227.8K02026-06-30
Calton & Associates, Inc.$212.9K1402026-06-30
Pcg Wealth Advisors, LLC$210.1K182026-06-30
Steward Partners Investment Advisory, LLC$106.3K4812026-06-30
Harbour Investments, Inc.$90.4K2472026-06-30
International Assets Investment Management, LLC$57.6K1222026-06-30
Founders Financial Alliance, LLC$48.4K322026-06-30
Golden State Wealth Management, LLC$17.6K472026-06-30
Mpwm Advisory Solutions, LLC$16.2K152026-06-30
Newedge Advisors$14.5K6012026-06-30
Global Retirement Partners LLC$8.2K4912026-06-30
Cambridge Investment Research Advisors, Inc.$7.4K3,9402026-03-31
Royal Bank of Canada$6K02026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30