FFA
ARTY

Farther Finance Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Farther Finance Advisors’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$472K Buy
9,911
+543
+6% +$27.3K ﹤0.01% 1435
2025
Q4 		$451K Sell
9,368
-281
-3% -$13.5K ﹤0.01% 1378
2025
Q3 		$442K Buy
9,649
+1,991
+26% +$85.5K 0.01% 1145
2025
Q2 		$314K Buy
7,658
+122
+2% +$4.27K 0.01% 1163
2025
Q1 		$240K Buy
7,536
+125
+2% +$4.63K 0.01% 1157
2024
Q4 		$275K Sell
7,411
-3,587
-33% -$130K 0.01% 847
2024
Q3 		$377K Sell
10,998
-6,944
-39% -$231K 0.01% 714
2024
Q2 		$594K Buy
17,942
+11,527
+180% +$384K 0.03% 430
2024
Q1 		$220K Buy
6,415
+260
+4% +$8.75K 0.01% 657
2023
Q4 		$212K Buy
6,155
+2,943
+92% +$93.2K 0.02% 537
2023
Q3 		$98.1K Buy
3,212
+3,054
+1,933% +$98.6K 0.02% 562
2023
Q2 		$5.22K Buy
+158
New +$4.85K ﹤0.01% 1416

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return