AFMC — FIRST TR EXCHNG TRADED FD VI
As of Q2 2026, 2 SEC-registered investment managers reported holding AFMC (FIRST TR EXCHNG TRADED FD VI) in their latest 13F filings, with a combined reported value of $1.72M across 41.98K shares. That is +23.6% by share count (+8.02K shares) versus the previous quarter, while reported value moved +42.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 25.97K | $1.06M | 0.00% | New |
| Citadel Advisors history | 16.01K | $656.09K | 0.00% | Reduce |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 33.62K | $1.19M | 0.00% | New |
| UBS Group AG history | 208 | $7.38K | 0.00% | New |
| Morgan Stanley history | 141 | $5.02K | 0.00% | Add |
Q4 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 1.26K | $43.37K | 0.00% | New |
| Morgan Stanley history | 140 | $4.83K | 0.00% | Reduce |
Q3 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 22.54K | $773.35K | 0.00% | New |
| Morgan Stanley history | 141 | $4.85K | 0.00% | Reduce |
Q2 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 41.78K | $1.34M | 0.00% | Add |
| Citadel Advisors history | 41.78K | $1.34M | 0.00% | Add |
| Morgan Stanley history | 142 | $4.56K | 0.00% | Add |
| Morgan Stanley history | 142 | $4.56K | 0.00% | Add |
Q1 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 38.60K | $1.18M | 0.00% | New |
| Citadel Advisors history | 38.60K | $1.18M | 0.00% | New |
| Morgan Stanley history | 1 | $40 | 0.00% | Hold |
| Morgan Stanley history | 1 | $40 | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 25.97K sh · $1.06M
Fully Exited (vs previous quarter)
- UBS Group AG sold 208 sh · $7.38K
- Morgan Stanley sold 141 sh · $5.02K
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 25.97K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 246 | — | — | — |
| Citadel Advisors | 16.01K | 33.62K | — | — | 41.78K | 38.60K | — | — | 32.45K | 35.97K | — | 25.78K | 36.02K | 36.08K | — | — | — | — | — |
| Morgan Stanley | — | 141 | 140 | 141 | 142 | 1 | 1 | — | 1 | — | 1 | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | — | — | — | 22.54K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | — | — | 1.26K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | — | 208 | — | — | — | — | — | 1.66K | 100 | 1 | 574 | — | — | 13 | 554 | 555 | 716 | 800 | 15 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details