AFMC - ETF AI Analysis
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First Trust Active Factor Mid Cap ETF (AFMC)
AFMC’s rating suggests it is a solid, but not top-tier, mid-cap ETF, supported by strong holdings like Exelixis, Mueller Industries, and RenaissanceRe, which all show healthy financial performance, positive outlooks, and reasonable valuations that lift the fund’s overall quality. However, positions such as Casey’s General Stores, Halozyme, and BorgWarner, where bearish technical trends, higher leverage, or signs of overvaluation appear, likely weigh on the rating and highlight risks around stock-specific volatility rather than a single dominant sector or region.
AFMC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 238.67M
- Region
- North America
- Expense Ratio
- 0.68%
- Beta
- 0.82
- Issuer
- First Trust
- Inception Date
- Dec 03, 2019
- Dividend Yield
- 0.70%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
AFMC Summary
AFMC, the First Trust Active Factor Mid Cap ETF, invests in medium‑sized U.S. companies across many sectors like industrials, technology, and consumer businesses. It doesn’t track a fixed index; instead, managers actively pick mid‑cap stocks they believe have solid financial strength and room to grow. Well‑known names in the fund include Reliance Steel and Casey’s General. Someone might invest in AFMC to diversify beyond large, well-known companies and tap into the growth potential of mid‑sized firms. A key risk is that mid‑cap stocks and active strategies can be more volatile and can go up or down with the overall market.
How much will it cost me?
The First Trust Active Factor Mid Cap ETF (AFMC) has an expense ratio of 0.65%, meaning you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because it is actively managed, which involves more research and decision-making compared to passively managed funds that track an index.
What would affect this ETF?
The First Trust Active Factor Mid Cap ETF (AFMC) could benefit from economic growth in the U.S., as mid-cap companies often thrive during periods of expansion and innovation, particularly in sectors like Technology and Industrials, which have significant weight in the fund. However, rising interest rates or economic slowdowns could negatively impact mid-cap stocks, especially in sectors like Financials and Consumer Cyclical, which are sensitive to borrowing costs and consumer spending. Regulatory changes or disruptions in key industries could also influence the performance of top holdings such as Flex and United Therapeutics.
AFMC Top 10 Holdings
AFMC leans into U.S. mid-caps with a noticeable tilt toward industrials, energy, and health care, and that mix is shaping returns. HF Sinclair and Chord Energy have been rising, giving the fund a strong energy engine, while Exelixis and Halozyme add some healthy momentum from the biotech side. Reliance Steel has been steady, quietly supporting performance without much drama. On the downside, Casey’s General Stores and BorgWarner have been lagging, acting like a small brake on an otherwise solid, domestically focused mid-cap lineup.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 RS | Reliance Steel | 1.77% | $4.21M | $21.22B | 52.99% | 74Outperform |
 DINO | HF Sinclair Corporation | 1.59% | $3.78M | $22.12B | 139.92% | 68Neutral |
 MATX | Matson | 1.41% | $3.35M | $6.93B | 145.30% | 77Outperform |
 EXEL | Exelixis | 1.20% | $2.84M | $15.53B | 59.69% | 78Outperform |
 CHRD | Chord Energy | 1.15% | $2.72M | $8.45B | 72.14% | 76Outperform |
 CASY | Casey's General | 1.13% | $2.69M | $25.64B | 22.34% | 68Neutral |
 RNR | Renaissancere Holdings | 1.12% | $2.66M | $14.61B | 40.08% | 78Outperform |
 MLI | Mueller Industries | 1.13% | $2.68M | $13.45B | 23.40% | 78Outperform |
 HALO | Halozyme | 1.10% | $2.60M | $13.90B | 82.75% | 73Outperform |
 BWA | BorgWarner | 1.07% | $2.54M | $11.86B | 36.72% | 65Neutral |
AFMC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AFMC, the sentiment is Neutral. The current price of 40.22 is above the 20-day moving average (MA) of 40.19, below the 50-day MA of 40.66, and above the 200-day MA of 38.76, indicating a neutral trend. The MACD of -0.07 indicates Negative momentum. The RSI at 48.25 is Neutral, neither overbought nor oversold. The STOCH value of 44.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AFMC.
AFMC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| AFMC | $40.22 | $44.00(9.40% Upside) | $238.67M | 0.68% | 71Outperform |
 AVMV | $78.32 | $93.67(19.60% Upside) | $792.68M | 0.20% | 71Outperform |
 AVMC | $77.50 | $94.25(21.61% Upside) | $516.66M | 0.18% | 70Outperform |
 TMVE | $17.23 | $20.92(21.41% Upside) | $285.90M | 0.55% | 67Neutral |
 GLRY | $36.94 | $48.04(30.05% Upside) | $159.88M | 0.80% | 74Outperform |
 AMID | $36.07 | $43.38(20.27% Upside) | $118.18M | 0.52% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| AFMC | First Trust Active Factor Mid Cap ETF | 40.22 | 6.64 | 19.77% | |
| AVMV | Avantis U.S. Mid Cap Value ETF | 78.32 | 10.34 | 15.22% | |
| AVMC | Avantis U.S. Mid Cap Equity ETF | 77.50 | 8.44 | 12.23% | |
| TMVE | Thrivent Mid Cap Value ETF | 17.23 | 2.98 | 20.87% | |
| GLRY | Inspire Faithward Mid Cap Momentum ESG ETF | 36.94 | 0.02 | 0.05% | |
| AMID | Argent Mid Cap ETF | 36.07 | 1.70 | 4.96% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.