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Independent Wealth Network’s First Trust Indxx Critical Metals ETF FMTL Stock Holding History

Independent Wealth Network’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
Q3 		$765K Buy
22,090
+2,096
+10% +$73.1K 0.19% 144
2026
Q2 		$652K Buy
19,994
+3,540
+22% +$127K 0.17% 157
2026
Q1 		$551K Buy
+16,454
New +$565K 0.16% 155

Other funds holding FMTL

Quadcap Wealth Management
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return
WealthCare Investment Partners
WealthCare Investment Partners Portsmouth, Rhode Island $422M AUM 16.22% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Independent Wealth Network's FMTL Position: Q3 2026 in Review

Independent Wealth Network increased its First Trust Indxx Critical Metals ETF (FMTL) stake by 10% in Q3 2026, buying an estimated $73.1K and bringing the position to 22,090 shares worth $765K. The position accounts for 0.19% of the portfolio, ranked #144.

Independent Wealth Network first reported a position in FMTL in Q1 2026 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold FMTL as of Q3 2026.

  • Independent Wealth Network held 22,090 shares of First Trust Indxx Critical Metals ETF worth $765K as of Q3 2026.
  • Independent Wealth Network bought 2,096 First Trust Indxx Critical Metals ETF shares in Q3 2026, an estimated $73.1K.
  • First Trust Indxx Critical Metals ETF made up 0.19% of Independent Wealth Network's portfolio in Q3 2026, its #144 holding.
  • Independent Wealth Network first reported a position in First Trust Indxx Critical Metals ETF in Q1 2026 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held First Trust Indxx Critical Metals ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.