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AFMC — FIRST TR EXCHNG TRADED FD VI

Reported value held$2.55M
Funds holding (latest)6
Sector—
Funds holding (Q2 2026)2
Institutional value$1.72M · 41.98K sh
New / Add / Cut / Exit1 / 0 / 1 / 2
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +23.6% (+8.02K sh)
Institutional value change Up +42.3%

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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 22.54K $773.35K 0.00% New
Morgan Stanley history 141 $4.85K 0.00% Reduce

Q2 2025 — 4 funds

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 6 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 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

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