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% -- -- --
No Underlying Index -- -- -- -- -- -- --
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

First Trust
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

No Underlying Index
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 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 Holdings

242
325
54
11.41%

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%