
First Trust Active Factor Mid Cap is a publicly traded company. As of Q3 2025, 39 institutional investors hold shares in this company, with total holdings valued at $66.7M. LPL Financial LLC is the largest holder with a position valued at $21.5M.
Overview of institutional ownership in AFMC as of Q3 2025
Institutions with the largest positions in AFMC as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $21.5M 0.01% of portfolio |
Cetera Investment Advisers RIA/Wealth | $8.0M 0.01% of portfolio |
Private Advisor Group, LLC RIA/Wealth | $4.8M 0.02% of portfolio |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $3.4M 0.04% of portfolio |
Geneos Wealth Management Inc. RIA/Wealth | $2.9M 0.07% of portfolio |
Kestra Advisory Services, LLC RIA/Wealth | $2.7M 0.01% of portfolio |
E EWG Elevate Inc. Institution | $2.5M 0.79% of portfolio |
Brookwood Investment Group LLC RIA/Wealth | $2.3M 0.31% of portfolio |
A Advisor Group Holdings, Inc. Institution | $2.2M 0.00% of portfolio |
Sovran Advisors, LLC RIA/Wealth | $1.8M 0.16% of portfolio |
Institutional buying and selling activity for AFMC in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$9.3M +271.5K shares |
Geneos Wealth Management Inc. RIA/Wealth | +$2.8M +80.6K shares |
Cetera Investment Advisers RIA/Wealth | +$1.9M +55.8K shares |
A Advisor Group Holdings, Inc. Institution | +$1.5M +43.5K shares |
T Tower Research Capital LLC Institution | +$1.1M +31.4K shares |
J JANE STREET GROUP, LLC Institution | +$1.0M +29.4K shares |
Brookwood Investment Group LLC RIA/Wealth | +$914.9K +26.7K shares |
GOLDMAN SACHS GROUP INC Institution | +$773.3K +22.5K shares |
FSB PREMIER WEALTH MANAGEMENT, INC. RIA/Wealth | +$653.2K +19.0K shares |
Farther Finance Advisors, LLC RIA/Wealth | +$481.9K +14.0K shares |
| Institution | Net Sold |
|---|---|
E EWG Elevate Inc. Institution | −$2.2M −64.3K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.3M −41.8K shares |
RFG Advisory Group, LLC RIA/Wealth | −$822.5K −24.0K shares |
Ameritas Advisory Services, LLC RIA/Wealth | −$134.7K −4.2K shares |
We Are One Seven, LLC RIA/Wealth | −$88.3K −2.6K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | −$31.4K −914.0 shares |
MORGAN STANLEY RIA/Wealth | −$34.4 −1.0 shares |
Institutions that initiated new positions or completely exited AFMC in Q3 2025
| Institution | Position Value |
|---|---|
J JANE STREET GROUP, LLC Institution | $1.0M 29.4K shares |
GOLDMAN SACHS GROUP INC Institution | $773.3K 22.5K shares |
FSB PREMIER WEALTH MANAGEMENT, INC. RIA/Wealth | $653.2K 19.0K shares |
Mutual Advisors, LLC RIA/Wealth | $360.8K 10.6K shares |
A Advisory Services Network, LLC RIA/Wealth | $30.1K 877.0 shares |
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.3M 41.8K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $134.7K 4.2K shares |
Institutions with the largest Call and Put options positions in AFMC as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with AFMC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
E EWG Elevate Inc. Institution | 0.79% $2.5M |
Prosperity Financial Group, Inc. RIA/Wealth | 0.37% $977.2K |
Brookwood Investment Group LLC RIA/Wealth | 0.31% $2.3M |
P PKS Advisory Services, LLC RIA/Wealth | 0.30% $1.3M |
O OxenFree Capital LLC RIA/Wealth | 0.22% $402.5K |
FSB PREMIER WEALTH MANAGEMENT, INC. RIA/Wealth | 0.22% $653.2K |
Sovran Advisors, LLC RIA/Wealth | 0.16% $1.8M |
WORLD EQUITY GROUP, INC. RIA/Wealth | 0.09% $408.3K |
Geneos Wealth Management Inc. RIA/Wealth | 0.07% $2.9M |
SMITH, MOORE & CO. RIA/Wealth | 0.05% $681.3K |
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