AFMC Institutional Ownership
First Trust Active Factor Mid Cap ETF
1W: +1.0%
1M: -0.7%
3M: +0.1%
YTD: +15.9%
1Y: +18.4%
3Y: +74.5%
5Y: +65.7%
$40.49
+0.41 (+1.03%)
Weekly Expected Move ±1.4%
$39
$40
$40
$41
$42
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Institutional Ownership — AFMC
59
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
141M
Total Invested
12
New Positions
23
Increased
21
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (64 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,306,979 | 53M | +56,380 | +4.5% | 6Q | SEC ↗ |
| 2 | Private Advisor Group, LLC | 207,227 | 8M | +44,883 | +27.6% | 5Q | SEC ↗ |
| 3 | Cetera Investment Advisers | 204,557 | 8M | +2,978 | +1.5% | 6Q | SEC ↗ |
| 4 | Cambridge Investment Research Advisors | 175,106 | 7M | -33,798 | -16.2% | 9Q | SEC ↗ |
| 5 | Sovran Advisors, LLC | 126,207 | 5M | +91,525 | +263.9% | 6Q | SEC ↗ |
| 6 | Kestra Advisory Services, LLC | 119,589 | 5M | +4,481 | +3.9% | 11Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 114,694 | 5M | +4,481 | +4.1% | 6Q | SEC ↗ |
| 8 | Farther Finance Advisors, LLC | 103,089 | 4M | +22,390 | +27.7% | 5Q | SEC ↗ |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | 91,753 | 4M | -3,541 | -3.7% | 6Q | SEC ↗ |
| 10 | Geneos Wealth Management Inc. | 86,256 | 3M | +3,506 | +4.2% | 6Q | SEC ↗ |
| 11 | Brookwood Investment Group LLC | 75,414 | 3M | -9,782 | -11.5% | 6Q | SEC ↗ |
| 12 | OneAscent Financial Services LLC NEW | 73,402 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 13 | &PARTNERS | 66,566 | 3M | +14,846 | +28.7% | 7Q | SEC ↗ |
| 14 | Arax Advisory Partners NEW | 62,040 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 15 | U.S. Capital Wealth Advisors, LLC NEW | 61,052 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | OSAIC HOLDINGS, INC. | 53,773 | 2M | -6,146 | -10.3% | 14Q | SEC ↗ |
| 17 | STIFEL FINANCIAL CORP NEW | 49,380 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 18 | CRUX WEALTH ADVISORS | 44,384 | 2M | +344 | +0.8% | 3Q | SEC ↗ |
| 19 | Avior Wealth Management, LLC | 42,084 | 2M | -30,792 | -42.3% | 2Q | SEC ↗ |
| 20 | Stratos Wealth Partners, LTD. | 38,770 | 2M | +26,130 | +206.7% | 2Q | SEC ↗ |
| 21 | PKS Advisory Services, LLC | 37,269 | 2M | -313 | -0.8% | 6Q | SEC ↗ |
| 22 | Prosperity Financial Group, Inc. | 29,941 | 1M | +468 | +1.6% | 10Q | SEC ↗ |
| 23 | JPMORGAN CHASE & CO NEW | 25,974 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 24 | FSB PREMIER WEALTH MANAGEMENT, INC. | 25,428 | 1M | +5,083 | +25.0% | 4Q | SEC ↗ |
| 25 | Kingsview Wealth Management, LLC NEW | 25,108 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 24,760 | 1M | +3,869 | +18.5% | 7Q | SEC ↗ |
| 27 | SMITH, MOORE & CO. | 24,549 | 994K | +3,575 | +17.0% | 14Q | SEC ↗ |
| 28 | Moors & Cabot, Inc. | 23,472 | 950K | -3,502 | -13.0% | 7Q | SEC ↗ |
| 29 | Integrated Wealth Concepts LLC NEW | 19,709 | 798K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Tower Research Capital LLC (TRC) | 19,668 | 796K | -21,509 | -52.2% | 2Q | SEC ↗ |
| 31 | Keystone Wealth Services, LLC | 16,712 | 677K | +8,412 | +101.3% | 2Q | SEC ↗ |
| 32 | MGO ONE SEVEN LLC | 16,575 | 671K | +892 | +5.7% | 6Q | SEC ↗ |
| 33 | CITADEL ADVISORS LLC | 16,010 | 648K | -17,608 | -52.4% | 2Q | SEC ↗ |
| 34 | Arkadios Wealth Advisors | 12,313 | 499K | -60 | -0.5% | 5Q | SEC ↗ |
| 35 | Simplicity Wealth,LLC | 12,205 | 494K | +668 | +5.8% | 2Q | SEC ↗ |
| 36 | Mutual Advisors, LLC | 11,171 | 452K | — | +0.0% | 4Q | SEC ↗ |
| 37 | Prospera Financial Services Inc | 10,398 | 421K | +107 | +1.0% | 5Q | SEC ↗ |
| 38 | WORLD EQUITY GROUP, INC. | 8,741 | 354K | +586 | +7.2% | 8Q | SEC ↗ |
| 39 | OxenFree Capital LLC | 6,653 | 269K | -245 | -3.6% | 11Q | SEC ↗ |
| 40 | TRUIST FINANCIAL CORP NEW | 5,558 | 225K | — | +0.0% | 1Q | SEC ↗ |
| 41 | CALTON & ASSOCIATES, INC. NEW | 5,194 | 210K | — | +0.0% | 1Q | SEC ↗ |
| 42 | PCG Wealth Advisors, LLC NEW | 5,127 | 208K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Steward Partners Investment Advisory, | 2,593 | 105K | +1,246 | +92.5% | 11Q | SEC ↗ |
| 44 | HARBOUR INVESTMENTS, INC. | 2,206 | 89K | -245 | -10.0% | 10Q | SEC ↗ |
| 45 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 1,418 | 57K | — | +0.0% | 3Q | SEC ↗ |
| 46 | Founders Financial Alliance, LLC | 1,181 | 48K | — | +0.0% | 2Q | SEC ↗ |
| 47 | Golden State Wealth Management, LLC | 429 | 17K | +1 | +0.2% | 5Q | SEC ↗ |
| 48 | MPWM ADVISORY SOLUTIONS, LLC NEW | 395 | 16K | — | +0.0% | 1Q | SEC ↗ |
| 49 | NewEdge Advisors, LLC | 354 | 14K | +1 | +0.3% | 5Q | SEC ↗ |
| 50 | Global Retirement Partners, LLC NEW | 200 | 8K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| OneAscent Financial Services LLC | 73,402 | 3M |
| Arax Advisory Partners | 62,040 | 3M |
| U.S. Capital Wealth Advisors, LLC | 61,052 | 2M |
| STIFEL FINANCIAL CORP | 49,380 | 2M |
| JPMORGAN CHASE & CO | 25,974 | 1M |
| Kingsview Wealth Management, LLC | 25,108 | 1M |
| Integrated Wealth Concepts LLC | 19,709 | 798K |
| TRUIST FINANCIAL CORP | 5,558 | 225K |
| CALTON & ASSOCIATES, INC. | 5,194 | 210K |
| PCG Wealth Advisors, LLC | 5,127 | 208K |
| MPWM ADVISORY SOLUTIONS, LLC | 395 | 16K |
| Global Retirement Partners, LLC | 200 | 8K |
| ROYAL BANK OF CANADA | 135 | 5K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mariner, LLC | 40,237 | 2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 29,403 | 1M |
| JANE STREET GROUP, LLC | 27,043 | 1M |
| SIGNATURE ESTATE & INVESTMENT ADVIS | 15,448 | 625K |
| CacheTech Inc. | 7,805 | 316K |
| RFG Advisory, LLC | 6,810 | 276K |
| Aptus Capital Advisors, LLC | 1,500 | 61K |
| BANK OF AMERICA CORP /DE | 1,258 | 51K |
| Advisory Services Network, LLC | 878 | 36K |
| Allworth Financial LP | 300 | 12K |
| UBS Group AG | 208 | 8K |
| MORGAN STANLEY | 141 | 6K |
| Global Wealth Strategies & Associat | 44 | 2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Sovran Advisors, LLC | +91,525 | +263.9% | 126,207 |
| LPL Financial LLC | +56,380 | +4.5% | 1,306,979 |
| Private Advisor Group, LLC | +44,883 | +27.6% | 207,227 |
| Stratos Wealth Partners, LTD. | +26,130 | +206.7% | 38,770 |
| Farther Finance Advisors, LLC | +22,390 | +27.7% | 103,089 |
| &PARTNERS | +14,846 | +28.7% | 66,566 |
| Keystone Wealth Services, LLC | +8,412 | +101.3% | 16,712 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | +5,083 | +25.0% | 25,428 |
| COMMONWEALTH EQUITY SERVICES, LLC | +4,481 | +4.1% | 114,694 |
| Kestra Advisory Services, LLC | +4,481 | +3.9% | 119,589 |
| ENVESTNET ASSET MANAGEMENT INC | +3,869 | +18.5% | 24,760 |
| SMITH, MOORE & CO. | +3,575 | +17.0% | 24,549 |
| Geneos Wealth Management Inc. | +3,506 | +4.2% | 86,256 |
| Cetera Investment Advisers | +2,978 | +1.5% | 204,557 |
| Steward Partners Investment Advisor | +1,246 | +92.5% | 2,593 |
| MGO ONE SEVEN LLC | +892 | +5.7% | 16,575 |
| Simplicity Wealth,LLC | +668 | +5.8% | 12,205 |
| WORLD EQUITY GROUP, INC. | +586 | +7.2% | 8,741 |
| Prosperity Financial Group, Inc. | +468 | +1.6% | 29,941 |
| CRUX WEALTH ADVISORS | +344 | +0.8% | 44,384 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cambridge Investment Research Advis | -33,798 | -16.2% | 175,106 |
| Avior Wealth Management, LLC | -30,792 | -42.3% | 42,084 |
| Tower Research Capital LLC (TRC) | -21,509 | -52.2% | 19,668 |
| CITADEL ADVISORS LLC | -17,608 | -52.4% | 16,010 |
| Brookwood Investment Group LLC | -9,782 | -11.5% | 75,414 |
| OSAIC HOLDINGS, INC. | -6,146 | -10.3% | 53,773 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -3,541 | -3.7% | 91,753 |
| Moors & Cabot, Inc. | -3,502 | -13.0% | 23,472 |
| PKS Advisory Services, LLC | -313 | -0.8% | 37,269 |
| HARBOUR INVESTMENTS, INC. | -245 | -10.0% | 2,206 |
| OxenFree Capital LLC | -245 | -3.6% | 6,653 |
| Arkadios Wealth Advisors | -60 | -0.5% | 12,313 |