AWM
FMTL

AE Wealth Management’s First Trust Indxx Critical Metals ETF FMTL Stock Holding History

AE Wealth Management’s Portfolio FMTL Stock Details FMTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$311K Buy
9,285
+6,603
+246% +$227K ﹤0.01% 1356
2025
Q4 		$78.2K Buy
+2,682
New +$72K ﹤0.01% 1756

Other funds holding FMTL

QWM
Quadcap Wealth Management Frisco, Texas $879M AUM 22.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AE Wealth Management's FMTL Position: Q1 2026 in Review

AE Wealth Management increased its First Trust Indxx Critical Metals ETF (FMTL) stake by 246% in Q1 2026, buying an estimated $227K and bringing the position to 9,285 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

AE Wealth Management first reported a position in FMTL in Q4 2025 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold FMTL as of Q1 2026.

  • AE Wealth Management held 9,285 shares of First Trust Indxx Critical Metals ETF worth $311K as of Q1 2026.
  • AE Wealth Management bought 6,603 First Trust Indxx Critical Metals ETF shares in Q1 2026, an estimated $227K.
  • First Trust Indxx Critical Metals ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1356 holding.
  • AE Wealth Management first reported a position in First Trust Indxx Critical Metals ETF in Q4 2025 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held First Trust Indxx Critical Metals ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.