FSB PREMIER WEALTH MANAGEMENT, INC. AFMC β€” FIRST TRUST ACTV FCTR MID CAP ETF

Ownership history in FSB PREMIER WEALTH MANAGEMENT, INC.  Β·  4 quarters on record

AI Ownership Summary

FSB PREMIER WEALTH MANAGEMENT, INC. reported FIRST TRUST ACTV FCTR MID CAP ETF (AFMC) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.29% in 2026 Q2. The latest visible filing shows AFMC at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AFMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FSB PREMIER WEALTH MANAGEMENT, INC.'s position in FIRST TRUST ACTV FCTR MID CAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AFMC was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FSB PREMIER WEALTH MANAGEMENT, INC. held AFMC β€” position size vs. price
% of Fund (quarterly)    AFMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 25,428 +5,083 +25.0% 0.29% $1.0M 2026-08-12 $41.89
2026 Q1 ADDED β€” β€” β€” 20,345 +461 +2.3% 0.23% $722K 2026-05-13 $39.01
2025 Q4 ADDED β€” β€” β€” 19,884 +845 +4.4% 0.22% $685K 2026-02-03 $36.40
2025 Q3 INITIATED β€” β€” β€” 19,039 β€” β€” 0.21% $653K 2025-10-31 $33.25

FAQ About FSB PREMIER WEALTH MANAGEMENT, INC. and AFMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has FSB PREMIER WEALTH MANAGEMENT, INC. reported owning AFMC?

FSB PREMIER WEALTH MANAGEMENT, INC. reported AFMC across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported AFMC position in FSB PREMIER WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for AFMC was 0.29% in 2026 Q2.

What is the latest reported AFMC position on this page?

The most recent filing on this page is 2026 Q2, when FSB PREMIER WEALTH MANAGEMENT, INC. reported 25,428 shares, equal to 0.29% of portfolio, with an estimated market value of $1.0M.

What does the chart on this AFMC ownership page compare?

The chart compares FSB PREMIER WEALTH MANAGEMENT, INC.'s quarterly AFMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FSB PREMIER WEALTH MANAGEMENT, INC. time their AFMC position?

Based on 13F filing dates vs. subsequent AFMC price moves, FSB PREMIER WEALTH MANAGEMENT, INC. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on AFMC relative to SPY over the holding period was +52903.0%.

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