AFMCFirst Trust Active Factor Mid Cap ETF
Seeks capital appreciation.
By First Trust · Launched 2019
Annual Cost
0.68%
#3,555 of 5,861 · average
Fund Size
$174M
#2,463 of 5,861 · mid-size
Return (1Y)Goal
+26.3%
Track Record
6 years
#1,976 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,654+26.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Mid
Strategy
Active selection
Factor
Multifactor
Sector
IndustrialsWhat it actually holds
By weightConcentration
Top 10 holdings = 11.6% of fund✓ well diversified
TechnipFMC PLC
1.4%
Mueller Industries Inc.
1.3%
Casey'S General Stores Inc.
1.3%
BorgWarner Inc.
1.3%
Federated Hermes Inc
1.1%
Exelixis, Inc.
1.1%
Renaissancere Holdings Ltd.
1.1%
Curtiss-Wright Corp.
1.0%
Woodward Inc.
1.0%
Affiliated Managers Group, Inc.
1.0%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Industrials
22.0%
Technology
20.4%
Financial Services
13.3%
Consumer Cyclical
13.1%
Healthcare
9.8%
Real Estate
6.7%
Energy
4.9%
Basic Materials
4.3%
Other
5.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.0%Moderate
Year-on-year price swings
Max drawdown
-36.1%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.80Decent risk-adjusted returns
Sortino (3Y)
1.20Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in U.S.-listed equity securities of mid capitalization companies using a multi-factor quantitative methodology. Factors considered include value, momentum, quality, and low volatility, with significant investments in industrial companies.
- Inception date
- December 3, 2019
- Fund family
- First Trust
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Data updated on 2026-08-04