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

Kingswood Wealth 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 Q2	$802K	Buy	14,750 +13	+0.1%	+$636	0.03%	469
2026 Q1	$548K	Sell	14,737 -388	-3%	-$15.5K	0.03%	524
2025 Q4	$621K	Hold	15,125	–	–	0.03%	469
2025 Q3	$598K	Sell	15,125 -245	-2%	-$9.11K	0.04%	438
2025 Q2	$541K	Buy	15,370 +1,204	+8%	+$36.3K	0.04%	389
2025 Q1	$382K	Buy	+14,166	New	+$433K	0.03%	467

Other funds holding FAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Kingswood Wealth Advisors's FAI Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its First Trust Bloomberg Artificial Intelligence ETF (FAI) stake by 0.09% in Q2 2026, buying an estimated $636 and bringing the position to 14,750 shares worth $802K. The position accounts for 0.03% of the portfolio, ranked #469.

Kingswood Wealth Advisors first reported a position in FAI in Q1 2025 and has held it in 6 quarters since. 42 funds tracked by Wall St. Rank hold FAI as of Q2 2026.

Kingswood Wealth Advisors held 14,750 shares of First Trust Bloomberg Artificial Intelligence ETF worth $802K as of Q2 2026.
Kingswood Wealth Advisors bought 13 First Trust Bloomberg Artificial Intelligence ETF shares in Q2 2026, an estimated $636.
First Trust Bloomberg Artificial Intelligence ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #469 holding.
Kingswood Wealth Advisors first reported a position in First Trust Bloomberg Artificial Intelligence ETF in Q1 2025 and has held it in 6 quarters since.
42 funds tracked by Wall St. Rank held First Trust Bloomberg Artificial Intelligence ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.