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
Q2 		$443K Buy
13,588
+4,303
+46% +$154K ﹤0.01% 1285
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 $1.03B AUM 28.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $355M AUM 19.62% 1-Year Est. Return

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

AE Wealth Management increased its First Trust Indxx Critical Metals ETF (FMTL) stake by 46% in Q2 2026, buying an estimated $154K and bringing the position to 13,588 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

AE Wealth Management first reported a position in FMTL in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold FMTL as of Q2 2026.

  • AE Wealth Management held 13,588 shares of First Trust Indxx Critical Metals ETF worth $443K as of Q2 2026.
  • AE Wealth Management bought 4,303 First Trust Indxx Critical Metals ETF shares in Q2 2026, an estimated $154K.
  • First Trust Indxx Critical Metals ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1285 holding.
  • AE Wealth Management first reported a position in First Trust Indxx Critical Metals ETF in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held First Trust Indxx Critical Metals ETF as of Q2 2026.

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