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

First Foundation 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
2026
Q3 		$201K Buy
+2,415
New +$198K 0.01% 352

Other funds holding XT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Stratos Investment Management
Stratos Investment Management Beachwood, Ohio $2.4B AUM 14.23% 1-Year Est. Return

First Foundation Advisors's XT Position: Q3 2026 in Review

First Foundation Advisors opened a new position in iShares Future Exponential Technologies ETF (XT) in Q3 2026: 2,415 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #352 among its holdings.

251 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • First Foundation Advisors held 2,415 shares of iShares Future Exponential Technologies ETF worth $201K as of Q3 2026.
  • iShares Future Exponential Technologies ETF was a new First Foundation Advisors position in Q3 2026.
  • iShares Future Exponential Technologies ETF made up 0.01% of First Foundation Advisors's portfolio in Q3 2026, its #352 holding.
  • 251 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on First Foundation Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.