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NEXT Financial Holdings’s iShares Future Exponential Technologies ETF XT Stock Holding History

NEXT Financial Holdings’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
Q1 		$184K Buy
+4,844
New +$176K 0.05% 384

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Morgan Stanley
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
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return

NEXT Financial Holdings's XT Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares Future Exponential Technologies ETF (XT) in Q1 2019: 4,844 shares worth $184K. The stake represents 0.05% of the portfolio and ranks #384 among its holdings.

98 funds tracked by Wall St. Rank hold XT as of Q1 2019.

  • NEXT Financial Holdings held 4,844 shares of iShares Future Exponential Technologies ETF worth $184K as of Q1 2019.
  • iShares Future Exponential Technologies ETF was a new NEXT Financial Holdings position in Q1 2019.
  • iShares Future Exponential Technologies ETF made up 0.05% of NEXT Financial Holdings's portfolio in Q1 2019, its #384 holding.
  • 98 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.