AFMC
First Trust Active Factor Mid Cap ETF *Unless otherwise stated, data provided by FactSet.
AFMC Fund Description
The First Trust Active Factor Mid Cap ETF (the "Fund") seeks to provide capital appreciation.
AFMC Factset Analytics Insight
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.
PERFORMANCE [as of 08/03/22]
1 MONTH
3 MONTHS
YTD
1 YEAR
3 YEARS
5 YEARS
10 YEARS
AFMC
7.89%
-3.00%
-13.97%
-9.91%
--
--
--
AFMC (NAV)
7.72%
-3.10%
-13.98%
-10.09%
--
--
--
MSCI USA Mid Cap Index
8.35%
-2.50%
-14.75%
-9.65%
12.01%
10.81%
12.75%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.
AFMC Summary Data
12/03/19
Open-Ended Fund
0.65%
$1.13M
$16.03K
0.21%
AFMC Portfolio Data
$7.87B
10.51
2.05
1.01%
N/A
242
AFMC Index Data
Proprietary
Proprietary
MSCI USA Mid Cap Index
AFMC Portfolio Management
0.65%
--
--
--
AFMC Tax Exposures
20.00% / 39.60%
--
Qualified dividends
No
AFMC Fund Structure
Open-Ended Fund
No
No
-- / --
N/A
N/A
High
Daily
AFMC Factset Analytics Block Liquidity
As of 08/04/22
5
4
3
2
1
This measurement shows how easy it is to trade a $1 million USD block of AFMC. AFMC is rated a 4 out of 5.
AFMC Tradability
741
$16.03K
128
$2.52K
0.21%
$0.05
-0.04%
0.22% / -2.46%
None
99.00%
50,000
0.00
0.08%
0.02%
0
$22.83
4
AFMC Sector/Industry Breakdown
AFMC
Segment Benchmark
20.56%
--
10.34%
--
7.32%
--
6.81%
--
5.93%
--
5.88%
--
5.57%
--
4.54%
--
4.42%
--
4.07%
--
AFMC Top 10 Holdings[View All]
Steel Dynamics, Inc.
1.70%
Molina Healthcare, Inc.
1.44%
Arrow Electronics, Inc.
1.30%
AutoNation, Inc.
1.29%
Envista Holdings Corp.
1.14%
13.12%
AFMC Countries
AFMC
Segment Benchmark
100.00%
100.00%
AFMC Regions
AFMC
Segment Benchmark
100.00%
100.00%
AFMC Economic Development
AFMC
Segment Benchmark
100.00%
100.00%
AFMC Performance Statistics
0.92
0.94
0.94
0.95
0.38%
MSCI USA Mid Cap Index
AFMC Benchmark Comparison Summary
AFMC
Segment Benchmark
242
325
$7.87B
$19.37B
10.51
21.48
2.05
2.99
1.50%
1.38%
Low
Low
AFMC Benchmark Comparison Market Cap Size
AFMC
Segment Benchmark
12.71%
79.26%
79.89%
20.70%
7.11%
0.04%
0.29%
0.00%