Key stats
About First Trust Active Factor Mid Cap ETF
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Inception date
Dec 3, 2019
Structure
Open-Ended Fund
Replication method
Physical
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
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Producer Manufacturing
Technology Services
Stocks99.86%
Finance23.15%
Producer Manufacturing11.67%
Technology Services10.57%
Retail Trade6.67%
Health Technology6.65%
Consumer Durables5.24%
Consumer Non-Durables4.94%
Consumer Services4.07%
Health Services3.73%
Distribution Services3.46%
Electronic Technology3.27%
Non-Energy Minerals3.25%
Process Industries3.21%
Energy Minerals3.00%
Industrial Services2.37%
Commercial Services1.77%
Utilities1.39%
Miscellaneous0.83%
Transportation0.62%
Bonds, Cash & Other0.14%
Mutual fund0.14%
Miscellaneous−0.00%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history