AWM
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AE Wealth Management’s MarketDesk Focused US Dividend ETF FDIV Stock Holding History

AE Wealth Management’s Portfolio FDIV Stock Details FDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$444 Hold
16
– – ﹤0.01% 2620
2026
Q1 		$428 Hold
16
– – ﹤0.01% 2548
2025
Q4 		$433 Buy
+16
New +$428 ﹤0.01% 2412
2025
Q3 		– Sell
-162
Closed -$4.22K – 2314
2025
Q2 		$4.22K Buy
+162
New +$4.15K ﹤0.01% 1972

Other funds holding FDIV

SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return
EFMC
Empire Financial Management Company New York $253M AUM 26.01% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
ACM
Andina Capital Management Lehi, Utah $62M AUM 12.06% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
SWM
Steelhead Wealth Management Glen Allen, Virginia $248M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AE Wealth Management's FDIV Position: Q2 2026 in Review

AE Wealth Management held its MarketDesk Focused US Dividend ETF (FDIV) position steady in Q2 2026 at 16 shares worth $444. The position accounts for ﹤0.01% of the portfolio, ranked #2620.

AE Wealth Management first reported a position in FDIV in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.22K in Q2 2025. 15 funds tracked by Wall St. Rank hold FDIV as of Q2 2026.

  • AE Wealth Management held 16 shares of MarketDesk Focused US Dividend ETF worth $444 as of Q2 2026.
  • AE Wealth Management left its MarketDesk Focused US Dividend ETF share count unchanged in Q2 2026.
  • MarketDesk Focused US Dividend ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2620 holding.
  • AE Wealth Management first reported a position in MarketDesk Focused US Dividend ETF in Q2 2025 and has held it in 4 quarters since.
  • AE Wealth Management's MarketDesk Focused US Dividend ETF position peaked at $4.22K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held MarketDesk Focused US Dividend ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.