First Capital Advisors Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

First Capital Advisors Group’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
2023 Q2	$14.6K	Hold	262	–	–	0.01%	473
2023 Q1	$13.8K	Hold	262	–	–	0.01%	186
2022 Q4	$12.4K	Buy	262 +1	+0.4%	+$48	0.01%	199
2022 Q3	$12K	Buy	+261	New	+$13K	0.01%	183

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

First Capital Advisors Group's XT Position: Q2 2023 in Review

First Capital Advisors Group held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2023 at 262 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #473.

First Capital Advisors Group first reported a position in XT in Q3 2022 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold XT as of Q2 2023.

First Capital Advisors Group held 262 shares of iShares Future Exponential Technologies ETF worth $14.6K as of Q2 2023.
First Capital Advisors Group left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2023.
iShares Future Exponential Technologies ETF made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #473 holding.
First Capital Advisors Group first reported a position in iShares Future Exponential Technologies ETF in Q3 2022 and has held it in 4 quarters since.
220 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.