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Iams Wealth Management’s First Trust Bloomberg Artificial Intelligence ETF FAI Stock Holding History

Iams Wealth Management’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
Q3 		$1.45M Buy
+25,514
New +$1.36M 0.42% 73

Other funds holding FAI

CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Iams Wealth Management's FAI Position: Q3 2026 in Review

Iams Wealth Management opened a new position in First Trust Bloomberg Artificial Intelligence ETF (FAI) in Q3 2026: 25,514 shares worth $1.45M. The stake represents 0.42% of the portfolio and ranks #73 among its holdings.

6 funds tracked by Wall St. Rank hold FAI as of Q3 2026.

  • Iams Wealth Management held 25,514 shares of First Trust Bloomberg Artificial Intelligence ETF worth $1.45M as of Q3 2026.
  • First Trust Bloomberg Artificial Intelligence ETF was a new Iams Wealth Management position in Q3 2026.
  • First Trust Bloomberg Artificial Intelligence ETF made up 0.42% of Iams Wealth Management's portfolio in Q3 2026, its #73 holding.
  • 6 funds tracked by Wall St. Rank held First Trust Bloomberg Artificial Intelligence ETF as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.