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

Founders Financial Securities’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
2018 Q3	–	Sell	-50,901	Closed	-$1.84M	–	106
2018 Q2	$1.84M	Sell	50,901 -88	-0.2%	-$3.23K	0.57%	31
2018 Q1	$1.85M	Sell	50,989 -403	-0.8%	-$14.9K	0.6%	28
2017 Q4	$1.82M	Sell	51,392 -846	-2%	-$29.7K	0.61%	27
2017 Q3	$1.79M	Sell	52,238 -2,237	-4%	-$74K	0.64%	29
2017 Q2	$1.73M	Sell	54,475 -2,493	-4%	-$77.5K	0.66%	32
2017 Q1	$1.69M	Buy	+56,968	New	+$1.63M	0.64%	32

Other funds holding XT

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

NEPWA

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

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

RJFSA

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

Founders Financial Securities's XT Position: Q3 2018 in Review

Founders Financial Securities sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2018, closing a stake of 50,901 shares — an estimated $1.84M sold.

Founders Financial Securities first reported a position in XT in Q1 2017 and held it in 6 quarters. The position peaked at $1.85M in Q1 2018. 84 funds tracked by Wall St. Rank hold XT as of Q3 2018.

Founders Financial Securities reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2018 after selling out during the quarter.
Founders Financial Securities sold 50,901 iShares Future Exponential Technologies ETF shares in Q3 2018, an estimated $1.84M.
Founders Financial Securities first reported a position in iShares Future Exponential Technologies ETF in Q1 2017 and held it in 6 quarters.
Founders Financial Securities's iShares Future Exponential Technologies ETF position peaked at $1.85M in Q1 2018.
84 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2018.

Based on Founders Financial Securities's 13F filing for Q3 2018, filed 17 Oct 2018.