Ownership history in AE Wealth Management LLC · 22 quarters on record
This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in FIRST TR EXCHANGE TRADED FD (FPX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,503 | -6,306 | -80.8% | 0.00% | $250K | $165.94 |
| 2025 Q2 | ADDED | 7,809 | +5,176 | +196.6% | 0.01% | $1.1M | $144.24 |
| 2025 Q1 | REDUCED | 2,633 | -15,869 | -85.8% | 0.00% | $294K | $111.15 |
| 2024 Q4 | REDUCED | 18,502 | -9,677 | -34.3% | 0.02% | $2.2M | $118.87 |
| 2024 Q3 | ADDED | 28,179 | +25,858 | +1114.1% | 0.03% | $3.1M | $109.51 |
| 2024 Q2 | REDUCED | 2,321 | -273 | -10.5% | 0.00% | $231K | $98.72 |
| 2024 Q1 | REDUCED | 2,594 | -14,490 | -84.8% | 0.00% | $274K | $105.15 |
| 2023 Q4 | REDUCED | 17,084 | -7,014 | -29.1% | 0.01% | $1.6M | $95.29 |
| 2023 Q3 | ADDED | 24,098 | +5,466 | +29.3% | 0.01% | $2.0M | $83.44 |
| 2023 Q2 | ADDED | 18,632 | +11,902 | +176.8% | 0.01% | $1.6M | $87.54 |
As of 2025 Q4 — sorted by position size