APFP
FAI

Action Point Financial Planning’s First Trust Bloomberg Artificial Intelligence ETF FAI Stock Holding History

Action Point Financial Planning’s Portfolio FAI Stock Details FAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.12K Buy
+39
New +$1.91K ﹤0.01% 2238

Other funds holding FAI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Action Point Financial Planning's FAI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Bloomberg Artificial Intelligence ETF (FAI) in Q2 2026: 39 shares worth $2.12K. The stake represents ﹤0.01% of the portfolio and ranks #2238 among its holdings.

74 funds tracked by Wall St. Rank hold FAI as of Q2 2026.

  • Action Point Financial Planning held 39 shares of First Trust Bloomberg Artificial Intelligence ETF worth $2.12K as of Q2 2026.
  • First Trust Bloomberg Artificial Intelligence ETF was a new Action Point Financial Planning position in Q2 2026.
  • First Trust Bloomberg Artificial Intelligence ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2238 holding.
  • 74 funds tracked by Wall St. Rank held First Trust Bloomberg Artificial Intelligence ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.