Position in FTI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,409,283
-$3,900,510 QoQ
Shares Held
141,920
-26.3% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#182
of 813 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026AE Wealth Management LLC holds $16,299,636 across 7 Oil & Gas Equipment & Services names. FTI ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTI |
TechnipFMC plc
This page
|
141,920 | $9,409,283 | |
| 2 | SLB |
Slb Limited/Nv
|
89,264 | $4,149,858 | |
| 3 | HAL |
Halliburton Co
|
40,318 | $1,368,778 | |
| 4 | BKR |
Baker Hughes Co
|
10,019 | $556,046 | |
| 5 | OII |
Oceaneering International Inc
|
11,105 | $449,960 | |
| 6 | HLX |
Helix Energy Solutions Group Inc
|
32,745 | $286,177 | |
| 7 | RES |
Rpc Inc
|
13,644 | $79,534 |
All Filings in FTI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,409,283 | 141,920 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $13,309,793 | 192,533 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $8,684,691 | 194,899 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $7,243,138 | 183,603 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,580,864 | 133,010 | Shares | Sole | 2025-08-06 | |
| 2023-12-31 | $1,485,163 | 73,742 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,601,490 | 78,736 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,414,089 | 265,589 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,442,284 | 252,182 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,139,059 | 257,511 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,210,144 | 497,653 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,611,094 | 239,390 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,534,461 | 197,995 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||