AFMC - ETF AI Analysis
Top Page
First Trust Active Factor Mid Cap ETF (AFMC)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, suggesting its strategy has worked well in the recent market environment.
Solid Top Holdings Performance
Most of the largest positions, including companies in energy, consumer, and industrials, have shown strong or steady performance, helping support the fund’s returns.
Broad Sector Diversification
The ETF spreads its investments across many sectors such as industrials, technology, consumer, financials, and health care, which helps reduce the impact if any single industry struggles.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns go toward fees instead of staying with investors.
Limited Geographic Diversification
Almost all of the ETF’s holdings are in U.S. companies, so investors are heavily exposed to the U.S. economy and market conditions.
Recent Short-Term Weakness
The ETF has shown slightly weak performance over the past month, which may indicate some short-term volatility or loss of momentum.
AFMC vs. SPDR S&P 500 ETF (SPY)
AUM217.24M
RegionNorth America
Expense Ratio0.68%
Beta0.85
IssuerFirst Trust
Inception DateDec 03, 2019
Dividend Yield0.68%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume22,590
30 Day Avg. Volume29,930
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
47.07Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering266
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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’s story is all about U.S. mid-cap workhorses rather than flashy mega-caps. Shipping player Matson and energy name Chord Energy have been powering ahead, giving the fund a solid boost, while TechnipFMC adds more fuel from the energy patch. Financial firm Federated Hermes has been steadily climbing, helping offset some bumps. On the softer side, Reliance Steel and Casey’s General Stores have been losing a bit of steam lately, acting as mild brakes. Overall, the ETF leans into industrials, energy, and financials, with a distinctly domestic, mid-cap flavor.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Reliance Steel | 1.67% | $3.64M | $20.45B | 33.95% | 74 Outperform | |
| Matson | 1.34% | $2.93M | $6.75B | 113.71% | 77 Outperform | |
| HF Sinclair Corporation | 1.32% | $2.88M | $18.74B | 106.28% | 68 Neutral | |
| BorgWarner | 1.21% | $2.64M | $13.76B | 53.40% | 65 Neutral | |
| Casey's General | 1.21% | $2.63M | $27.98B | 49.53% | 68 Neutral | |
| Mueller Industries | 1.16% | $2.52M | $14.10B | 30.70% | 78 Outperform | |
| Exelixis | 1.10% | $2.40M | $14.62B | 55.78% | 78 Outperform | |
| Chord Energy | 1.06% | $2.32M | $8.01B | 41.55% | 76 Outperform | |
| TechnipFMC | 1.06% | $2.31M | $31.31B | 105.24% | 80 Outperform | |
| Federated Hermes | 1.05% | $2.28M | $4.66B | 18.14% | 72 Outperform |
AFMC Technical Analysis
Positive
―
Price Trends
40.90
Positive
40.07
Positive
37.88
Positive
Market Momentum
-0.02
Positive
51.35
Neutral
54.31
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AFMC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 41.29, equal to the 50-day MA of 40.90, and equal to the 200-day MA of 37.88, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 51.35 is Neutral, neither overbought nor oversold. The STOCH value of 54.31 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AFMC.
AFMC Peer Comparison
Comparison Results
Performance Comparison
AFMC
First Trust Active Factor Mid Cap ETF
41.14
7.20
21.21%
AVMV
Avantis U.S. Mid Cap Value ETF
―
―
―
AVMC
Avantis U.S. Mid Cap Equity ETF
―
―
―
TMVE
Thrivent Mid Cap Value ETF
―
―
―
GLRY
Inspire Faithward Mid Cap Momentum ESG ETF
―
―
―
AMID
Argent Mid Cap ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
Table of Contents