First Allied Advisory Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-1,778	Closed	-$68K	–	1627
2019 Q3	$68K	Buy	+1,778	New	+$68.5K	﹤0.01%	1303

Other funds holding XT

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

NEPWA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Allied Advisory Services's XT Position: Q4 2019 in Review

First Allied Advisory Services sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2019, closing a stake of 1,778 shares — an estimated $68K sold.

First Allied Advisory Services first reported a position in XT in Q3 2019 and held it in 1 quarter. The position peaked at $68K in Q3 2019. 130 funds tracked by Wall St. Rank hold XT as of Q4 2019.

First Allied Advisory Services reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 1,778 iShares Future Exponential Technologies ETF shares in Q4 2019, an estimated $68K.
First Allied Advisory Services first reported a position in iShares Future Exponential Technologies ETF in Q3 2019 and held it in 1 quarter.
First Allied Advisory Services's iShares Future Exponential Technologies ETF position peaked at $68K in Q3 2019.
130 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.