FIRST TRUST ACTIVE FACTOR MI (AFMC) Top Institutional Shareholders
FIRST TRUST ACTIVE FACTOR MI (AFMC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $105.20M in AFMC holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of AFMC tracked by InsiderSet, reporting ownership valued at approximately $44.40M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $50.10M, representing an estimated gain of +12.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed AFMC value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Cetera Investment Advisers, Private Advisor Group, Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST ACTIVE FACTOR MI (AFMC).
This page ranks the largest institutional AFMC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
47
Total Reported Value
$105.20M
Largest Holder
Lpl Financial Llc
Largest Position
$44.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,250,599 | $44,402,857 | $50,098,996 | +$5,696,139 | +12.83% | |
| Cetera Investment Advisers | 0.01% | 201,579 | $7,157,129 | $8,075,255 | +$918,126 | +12.83% | |
| Private Advisor Group, Llc | 0.03% | 162,344 | $5,764,064 | $6,503,501 | +$739,437 | +12.83% | |
| Kestra Advisory Services, Llc | 0.02% | 115,108 | $4,086,927 | $4,611,226 | +$524,299 | +12.83% | |
| Commonwealth Equity Services, Llc | 0.01% | 110,213 | $3,913,140 | $4,415,133 | +$501,993 | +12.83% | |
| Kestra Private Wealth Services, Llc | 0.04% | 95,294 | $3,383,449 | $3,817,478 | +$434,029 | +12.83% | |
| Brookwood Investment Group Llc | 0.39% | 85,196 | $3,024,910 | $3,412,952 | +$388,042 | +12.83% | |
| Geneos Wealth Management Inc. | 0.07% | 82,750 | $2,938,453 | $3,314,965 | +$376,512 | +12.81% | |
| Farther Finance Advisors, Llc | 0.03% | 80,699 | $2,900,785 | $3,232,802 | +$332,017 | +11.45% | |
| Avior Wealth Management, Llc | 0.07% | 72,876 | $2,587,489 | $2,919,413 | +$331,924 | +12.83% | |
| U.S. Capital Wealth Advisors, Llc | 0.05% | 61,052 | $2,167,670 | $2,445,743 | +$278,073 | +12.83% | |
| Osaic Holdings, Inc. | 0.00% | 59,919 | $2,127,693 | $2,400,355 | +$272,662 | +12.81% | |
| &Partners | 0.01% | 51,720 | $1,843,803 | $2,071,903 | +$228,100 | +12.37% | |
| Crux Wealth Advisors | 0.60% | 44,040 | $1,563,641 | $1,764,242 | +$200,601 | +12.83% | |
| Tower Research Capital Llc (Trc) | 0.04% | 41,177 | $1,462,002 | $1,649,551 | +$187,549 | +12.83% | |
| Mariner, Llc | 0.00% | 40,237 | $1,428,626 | $1,611,894 | +$183,268 | +12.83% | |
| Sovran Advisors, Llc | 0.11% | 34,682 | $1,340,825 | $1,389,361 | +$48,536 | +3.62% | |
| Pks Advisory Services, Llc | 0.31% | 37,582 | $1,334,351 | $1,505,535 | +$171,184 | +12.83% | |
| Citadel Advisors Llc | 0.00% | 33,618 | $1,193,617 | $1,346,737 | +$153,120 | +12.83% | |
| Prosperity Financial Group, Inc. | 0.39% | 29,473 | $1,046,459 | $1,180,688 | +$134,229 | +12.83% | |
| Susquehanna International Group, Llp | 0.00% | 29,403 | $1,043,962 | $1,177,884 | +$133,922 | +12.83% | |
| Jane Street Group, Llc | 0.00% | 27,043 | $960,170 | $1,083,343 | +$123,173 | +12.83% | |
| Moors & Cabot, Inc. | 0.04% | 26,974 | $957,720 | $1,080,578 | +$122,858 | +12.83% | |
| Smith, Moore & Co. | 0.05% | 20,974 | $744,688 | $840,218 | +$95,530 | +12.83% | |
| Envestnet Asset Management Inc | 0.00% | 20,891 | $741,758 | $836,893 | +$95,135 | +12.83% | |
| Fsb Premier Wealth Management, Inc. | 0.23% | 20,345 | $722,350 | $815,021 | +$92,671 | +12.83% | |
| Mgo One Seven Llc | 0.01% | 15,683 | $556,830 | $628,261 | +$71,431 | +12.83% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 15,448 | $548,496 | $618,847 | +$70,351 | +12.83% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 12,640 | $448,816 | $506,358 | +$57,542 | +12.82% | |
| Arkadios Wealth Advisors | 0.01% | 12,373 | $439,307 | $495,662 | +$56,355 | +12.83% | |
| Simplicity Wealth,Llc | 0.02% | 11,537 | $409,625 | $462,172 | +$52,547 | +12.83% | |
| Mutual Advisors, Llc | 0.01% | 11,171 | $396,630 | $447,510 | +$50,880 | +12.83% | |
| Prospera Financial Services Inc | 0.01% | 10,291 | $365,376 | $412,257 | +$46,881 | +12.83% | |
| Keystone Wealth Services, Llc | 0.06% | 8,300 | $294,686 | $332,498 | +$37,812 | +12.83% | |
| World Equity Group, Inc. | 0.07% | 8,155 | $289,547 | $326,689 | +$37,142 | +12.83% | |
| Oxenfree Capital Llc | 0.13% | 6,898 | $259,488 | $276,334 | +$16,846 | +6.49% | |
| Harbour Investments, Inc. | 0.00% | 2,451 | $87,024 | $98,187 | +$11,163 | +12.83% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,500 | $53,258 | $60,090 | +$6,832 | +12.83% | |
| International Assets Investment Management, Llc | 0.00% | 1,418 | $50,971 | $56,805 | +$5,834 | +11.45% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,347 | $47,826 | $53,961 | +$6,135 | +12.83% | |
| Founders Financial Alliance, Llc | 0.01% | 1,181 | $41,931 | $47,311 | +$5,380 | +12.83% | |
| Advisory Services Network, Llc | 0.00% | 878 | $31,170 | $35,173 | +$4,003 | +12.84% | |
| Golden State Wealth Management, Llc | 0.00% | 428 | $15,228 | $17,146 | +$1,918 | +12.59% | |
| Cambridge Investment Research Advisors, Inc. | 0.02% | 208,904 | $7,417 | $8,368,694 | +$8,361,277 | +112731.26% | |
| Ubs Group Ag | 0.00% | 208 | $7,385 | $8,332 | +$947 | +12.83% | |
| Morgan Stanley | 0.00% | 141 | $5,019 | $5,648 | +$629 | +12.54% | |
| Global Wealth Strategies & Associates | 0.00% | 44 | $1,562 | $1,763 | +$201 | +12.85% |
Frequently asked questions about AFMC
Who owns the most AFMC stock?
The largest holders of AFMC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST ACTIVE FACTOR MI (AFMC).
Is AFMC widely held by superinvestors?
Many widely followed stocks like AFMC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AFMC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.