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First Trust Active Factor Mid Cap (AFMC) ETF Holdings & Analysis
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What AFMC does
The First Trust Active Factor Mid Cap ETF (AFMC) is designed to achieve capital growth for its investors. Under normal market conditions, the fund dedicates at least 80% of its total assets, including any borrowed capital, to equity securities of mid-sized U.S. companies listed on stock exchanges. This is an actively managed fund that constructs its portfolio using a rules-based, multi-factor quantitative model alongside dynamic risk management. This strategy aims to select securities that exhibit desirable characteristics across several investment factors. The current quantitative methodology considers elements such as a company's intrinsic value, share price momentum, corporate quality, and low price volatility.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| Reliance Inc. | 1.82% | |
| HF Sinclair Corp. | 1.45% | |
| Matson, Inc. | 1.39% | |
| Exelixis, Inc. | 1.23% | |
| Halozyme Therapeutics, Inc. | 1.14% | |
| Chord Energy Corporation | 1.13% | |
| Casey's General Stores, Inc. | 1.13% | |
| Apple Hospitality REIT, Inc. | 1.09% | |
| RenaissanceRe Holdings Ltd. | 1.07% | |
| APA Corporation | 1.04% |
Sector allocation
| Technology | 20.02% |
| Industrials | 17.46% |
| Consumer Cyclical | 14.33% |
| Financial Services | 14.02% |
| Healthcare | 10.94% |
| Energy | 6.24% |
| Real Estate | 5.99% |
| Basic Materials | 5.95% |
| Consumer Defensive | 2.53% |
| Communication Services | 1.59% |
| Utilities | 0.76% |
Geographic allocation
| United States | 94.76% |
| Bermuda | 2.22% |
| United Kingdom | 1.65% |
| Puerto Rico | 0.79% |
| Ireland | 0.39% |
| Other | 0.19% |
PortView Portfolio Insights
PortView analyzes how AFMC fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does AFMC track?
- AFMC is the First Trust Active Factor Mid Cap ETF, a Other ETF.
- What is the expense ratio of AFMC?
- Expense ratio data for AFMC is shown on the page when available from our data provider.
- What are the largest holdings in AFMC?
- Top holdings include RS, DINO, MATX, EXEL, HALO.
- How can PortView analyze AFMC overlap with other ETFs?
- PortView computes the holdings overlap between AFMC and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.