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AFMCFirst Trust Active Factor Mid Cap ETF

Grow my money#1474 of 2944 for Grow my money

Seeks to provide capital appreciation.

First Trust · Since 2019 (6 years)

Annual Cost

0.68%

#3230 out of 5,332 ETFs

Fund Size

$138M

#2428 out of 5,332 ETFs

Dividend Yield

0.88%

Track Record

6 years

#2054 out of 5,332 ETFs

Performance

1 Year

+30.1%

3 Years

+20.9%

5 Years

+9.8%

What's inside

Asset class
equity
Region
north america
Strategy
active selection
Cap
mid
Factor
multifactor
Sector
industrials

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Industrials
19.9%
Technology
17.6%
Consumer Cyclical
14.9%
Financial Services
14.3%
Healthcare
10.0%
Real Estate
6.2%
Energy
6.1%
Basic Materials
4.0%
Other
6.9%

Top holdings

TechnipFMC PLCFTI1.5%
Casey's General Stores IncCASY1.4%
Mueller Industries IncMLI1.3%
BorgWarner IncBWA1.3%
Federated Hermes Inc Class BFHI1.2%
RenaissanceRe Holdings LtdRNR1.1%
Exelixis IncEXEL1.1%
National Fuel Gas CoNFG1.1%
Curtiss-Wright CorpCW1.1%
Alcoa CorpAA1.0%

Risk profile

Volatility (1Y)

15.1%

Moderate

Max drawdown

-42.1%

Worst peak-to-trough loss

Sharpe (3Y)

0.97

Decent risk-adjusted returns

Sortino (3Y)

1.46

Good downside protection

Similar ETFs

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TER 0.55%3Y +22.8%
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TER 0.75%3Y +19.1%
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Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Closet indexing
Warning

Closet indexer — active fees, passive behavior

This fund charges active-management fees but closely tracks its benchmark index. You may be paying a premium for active management that does not meaningfully exist — a combination of high R² versus the benchmark, low tracking error, and a TER sitting well above the passive peer-group median.

R²
95.7%
TE
3.7%
Beta
0.95
Fee
6× 0.10%

Source: Cremers & Petajisto (2009) · Amihud & Goyenko (2013) · ESMA (2016)

Why we flagged this: strategy=active_selection + high_r_squared+low_tracking_error+near_market_beta+fee_premium

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

Data updated on 2026-05-05