Back to AE Wealth Management LLC AE Wealth Management LLC

MARBMARB
Showing 7 of 15 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in FIRST TRUST EQUITY MARKET NEUTRAL ETF

AE Wealth Management LLC holds 40,326 shares of MARB (FIRST TRUST EQUITY MARKET NEUTRAL ETF), worth $832,296 as of 2026-Q2. The position was increased (+67.4% shares). MARB represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$832,296

Current Shares

40,326

Total Value Change

+$517,594

Total Shares Change

+24,424

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
40,326
+67.4%
$832,2960.0%$20.87
37
2026-Q1
Increased
24,093
+355.3%
$498,7250.0%$20.73
39
2025-Q4
Unchanged
5,292
0.0%
$109,2340.0%$20.57
0
2025-Q3
New
5,292
-
$107,4360.0%$20.17
30
2025-Q1
Exited
0
-100.0%
$00.0%$19.24
0
2024-Q4
Decreased
15,787
-0.7%
$313,8420.0%$19.25
0
2024-Q3
Increased
15,902
+5.4%
$314,7020.0%$19.04
25

Other major holders of MARB: ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used