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FAFAI
3 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in FIRST TR EXCHANGE-TRADED FD

Yes. AE Wealth Management holds 26,097 shares of FAI, worth $1.4M, as of its Q2 2026 13F filing. It increased the position from 526 shares in Q1 2026. AE Wealth Management has held FAI since Q4 2025, across 3 quarterly 13F filings.

Current Value

$1.4M

Current Shares

26,097

Total Value Change

+$1.4M

Total Shares Change

+25,586

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
26,097
+4861.4%
$1.4M0.0%$54.40
41
2026-Q1
Increased
526
+2.9%
$19,5640.0%$38.48
19
2025-Q4
New
511
-
$20,9870.0%$41.43
26

Other major holders of FAI: LPL Financial LLC, ASSETMARK, INC, ENVESTNET ASSET MANAGEMENT INC, Kestra Advisory Services, LLC

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