IFP Advisors
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IFP Advisors’s First Trust Bloomberg Artificial Intelligence ETF FAI Stock Holding History

IFP Advisors’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 		$695K Buy
12,261
+29
+0.2% +$1.54K 0.01% 910
2026
Q2 		$665K Buy
+12,232
New +$598K 0.01% 918

Other funds holding FAI

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Bullseye Investment Management
Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Iams Wealth Management
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Pacific Excel Wealth Advisors
Pacific Excel Wealth Advisors Walnut Creek, California $90.1M AUM 21.01% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

IFP Advisors's FAI Position: Q3 2026 in Review

IFP Advisors increased its First Trust Bloomberg Artificial Intelligence ETF (FAI) stake by 0.24% in Q3 2026, buying an estimated $1.54K and bringing the position to 12,261 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #910.

IFP Advisors first reported a position in FAI in Q2 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold FAI as of Q3 2026.

  • IFP Advisors held 12,261 shares of First Trust Bloomberg Artificial Intelligence ETF worth $695K as of Q3 2026.
  • IFP Advisors bought 29 First Trust Bloomberg Artificial Intelligence ETF shares in Q3 2026, an estimated $1.54K.
  • First Trust Bloomberg Artificial Intelligence ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #910 holding.
  • IFP Advisors first reported a position in First Trust Bloomberg Artificial Intelligence ETF in Q2 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held First Trust Bloomberg Artificial Intelligence ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.