First Trust Active Factor Mid Cap ETFFirst Trust Active Factor Mid Cap ETFFirst Trust Active Factor Mid Cap ETF

First Trust Active Factor Mid Cap ETF

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Key stats


Assets under management (AUM)
‪29.89 M‬USD
Fund flows (1Y)
‪20.51 M‬USD
Dividend yield (indicated)
0.64%
Discount/Premium to NAV
0.006%
Shares outstanding
‪950.00 K‬
Expense ratio
0.65%

About First Trust Active Factor Mid Cap ETF


Issuer
AJM Ventures LLC
Brand
First Trust
Inception date
Dec 3, 2019
Structure
Open-Ended Fund
Index tracked
No Underlying Index
Replication method
Physical
Management style
Active
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
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.

Classification


Asset Class
Equity
Category
Size and style
Focus
Mid cap
Niche
Broad-based
Strategy
Active
Geography
U.S.
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Producer Manufacturing
Technology Services
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.