FDx Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

FDx Advisors’s Portfolio XT Stock Details XT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-24,585	Closed	-$1.47M	–	667
2023 Q4	$1.47M	Sell	24,585 -3,923	-14%	-$212K	0.11%	184
2023 Q3	$1.49M	Buy	28,508 +743	+3%	+$40.9K	0.12%	162
2023 Q2	$1.54M	Buy	27,765 +2,109	+8%	+$111K	0.08%	226
2023 Q1	$1.22M	Hold	25,656	–	–	0.05%	263
2022 Q4	$1.22M	Buy	25,656 +6,702	+35%	+$321K	0.05%	263
2022 Q3	$845K	Buy	18,954 +2,759	+17%	+$138K	0.04%	305
2022 Q2	$776K	Buy	16,195 +4,170	+35%	+$216K	0.03%	371
2022 Q1	$710K	Sell	12,025 -106,553	-90%	-$6.26M	0.02%	407
2021 Q4	$7.83M	Buy	+118,578	New	+$7.72M	0.22%	94
2017 Q4	–	Sell	-10,394	Closed	-$357K	–	1315
2017 Q3	$357K	Buy	+10,394	New	+$344K	0.01%	972

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FDx Advisors's XT Position: Q1 2024 in Review

FDx Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2024, closing a stake of 24,585 shares — an estimated $1.47M sold.

FDx Advisors first reported a position in XT in Q3 2017 and held it in 10 quarters. The position peaked at $7.83M in Q4 2021. 247 funds tracked by Wall St. Rank hold XT as of Q1 2024.

FDx Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2024 after selling out during the quarter.
FDx Advisors sold 24,585 iShares Future Exponential Technologies ETF shares in Q1 2024, an estimated $1.47M.
FDx Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2017 and held it in 10 quarters.
FDx Advisors's iShares Future Exponential Technologies ETF position peaked at $7.83M in Q4 2021.
247 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.