FFG
ARTY

Fiduciary Financial Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Fiduciary Financial Group’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
Q2 		$835K Sell
10,966
-472
-4% -$31.3K 0.09% 133
2026
Q1 		$532K Sell
11,438
-71
-0.6% -$3.56K 0.07% 165
2025
Q4 		$555K Sell
11,509
-155
-1% -$7.47K 0.08% 152
2025
Q3 		$534K Sell
11,664
-671
-5% -$28.8K 0.08% 142
2025
Q2 		$499K Buy
12,335
+2,202
+22% +$77K 0.09% 138
2025
Q1 		$303K Buy
10,133
+160
+2% +$5.93K 0.07% 189
2024
Q4 		$377K Sell
9,973
-2,932
-23% -$107K 0.08% 147
2024
Q3 		$451K Buy
12,905
+83
+0.6% +$2.76K 0.1% 117
2024
Q2 		$448K Buy
+12,822
New +$428K 0.11% 110

Other funds holding ARTY

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return