logo

AFMC

First Trust Active Factor Mid Cap ETF·ARCA
--
--(--)
--
--(--)

Key Stats

Assets Under Management
137.54MUSD
Fund Flow (1Y)
82.08MUSD
Dividend Yield
0.92%
Discount / Premium to NAV
0.22%
Shares Outstanding
3.80M
Expense Ratio
0.68%

About First Trust Active Factor Mid Cap ETF

Issuer
First Trust Advisors L.P.
Brand
First Trust
Inception Date
Dec 3, 2019
Structure
Open-Ended Fund
Index Tracked
--
Management Style
Active
Dividend Treatment
Distributes
Distribution Tax Treatment
Qualified dividends
Income Tax Type
Capital Gains
Max ST Capital Gains Rate
39.60%
Max LT Capital Gains Rate
20.00%
Primary Advisor
First Trust Advisors LP
Distributor
First Trust Portfolios LP
AFMC constructs its portfolio by using a multi-factor quantitative methodology with active risk management to screen US companies in the mid-cap space. Securities selected are exhibiting exposures to one or more investing factors — value, momentum, quality, and low volatility. AFMC being actively-managed, the advisor is able to alter the investing factors used in the portfolio construction in response to changes in market conditions, emergent academic research or other considerations, in addition to managing risk exposure.

Classification

Asset Class
Equity
Category
Size and Style
Focus
Mid Cap
Niche
Broad-based
Strategy
Active
Geography
U.S.
Weighting Scheme
Proprietary
Selection Criteria
Proprietary

Analysis

Sector

Industrials

20.11%

Technology

17.97%

Consumer Cyclical

14.90%

Financial Services

14.22%

Healthcare

9.85%

Real Estate

6.29%

Energy

6.04%

Consumer Defensive

3.78%

Basic Materials

3.70%

Show More

Asset

Holdings

Symbol

Ratio

logo

FTI

TechnipFMC
1.37%
logo

MLI

Mueller Industries
1.32%
logo

CASY

Casey's
1.28%
logo

BWA

Borgwarner
1.19%
logo

FHI

Federated Hermes
1.18%

Symbol

Ratio

logo

RNR

Renaissancere
1.11%
logo

NFG

National Fuel Gas
1.08%
logo

EXEL

Exelixis
1.07%
logo

CW

Curtiss-Wright
1.07%
logo

WWD

Woodward
1.04%

Top 10 Weight 11.71%

269 Total Holding

See all holdings

Related Funds

Seasonals

Volume Profile

Trade Flow Insight

Community

Loading...

Related News

No articles available

You can ask Aime

No Data