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AFMC
+1.91 · +5.47%
$36.81 · NYSE ARCA

First Trust Active Factor Mid Cap ETF (AFMC) ETF Analysis | Mid-Cap Blend

First Trust · USA
AUM:$150.5M
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 28.5% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.65% — moderate cost. Consider how fees compound over long holding periods.

What is AFMC?

Under normal market conditions, the fund will invest at least 80% of its net assets (including investment borrowings) in U. -listed equity securities issued by mid capitalization companies.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
AFMC delivered 28.5% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.65%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 12.1% of the ETF — exposure spread across many positions.
ETF Information
AUM$150.5M
Expense Ratio0.65%
Dividend Yield0.88%
Holdings50
Inception DateDec 2019
Domicile–
Distribution–
Index–
ProviderFirst Trust
Beta1.13
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.8%
1Y
+22.5%
3Y
+67.4%
5Y
+63.7%
OpenBook InsightIf you had invested £10,000 in AFMC 5 years ago, it would have grown to £16,367 — a gain of £6,367.

Annual Returns

Calendar year performance

AFMC delivered positive returns in 4 of the last 5 calendar years.
YearAFMC
2026 YTD+17.4%
2025+10.2%
2024+19.4%
2023+21.8%
2022-15.4%
CAGR 4yr+7.9%
4/5 positive yearsAvg return: +10.7%Worst year: -15.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
11.6%
Low
Momentum
+2.0%
30-day change
Support Level
40.94
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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