Founders Financial Alliance’s iShares Future Exponential Technologies ETF XT Stock Holding History

Founders Financial Alliance’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
2025 Q1	–	Sell	-109	Closed	-$6.5K	–	656
2024 Q4	$6.5K	Hold	109	–	–	﹤0.01%	507
2024 Q3	$6.64K	Hold	109	–	–	﹤0.01%	517
2024 Q2	$6.41K	Hold	109	–	–	﹤0.01%	498
2024 Q1	$6.5K	Sell	109 -1,651	-94%	-$96.9K	﹤0.01%	503
2023 Q4	$105K	Hold	1,760	–	–	0.04%	288
2023 Q3	$91.9K	Hold	1,760	–	–	0.04%	275
2023 Q2	$97.9K	Buy	+1,760	New	+$92.8K	0.04%	295

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Founders Financial Alliance's XT Position: Q1 2025 in Review

Founders Financial Alliance sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2025, closing a stake of 109 shares — an estimated $6.5K sold.

Founders Financial Alliance first reported a position in XT in Q2 2023 and held it in 7 quarters. The position peaked at $105K in Q4 2023. 245 funds tracked by Wall St. Rank hold XT as of Q1 2025.

Founders Financial Alliance reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2025 after selling out during the quarter.
Founders Financial Alliance sold 109 iShares Future Exponential Technologies ETF shares in Q1 2025, an estimated $6.5K.
Founders Financial Alliance first reported a position in iShares Future Exponential Technologies ETF in Q2 2023 and held it in 7 quarters.
Founders Financial Alliance's iShares Future Exponential Technologies ETF position peaked at $105K in Q4 2023.
245 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2025.

Based on Founders Financial Alliance's 13F filing for Q1 2025, filed 12 May 2025.