F Dx Advisors, Inc. Ishares Tr Exponential Technol Transaction History

F Dx Advisors, Inc.

$362 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	SELL	$48.21 - $60.43 $189,127 - $237,066	-3,923 Reduced 13.76%	24,585 $1.47 Million
Q3 2023 Nov 02, 2023	BUY	$51.24 - $58.44 $38,071 - $43,420	743 Added 2.68%	28,508 $1.49 Million
Q2 2023 Jul 17, 2023	BUY	$49.89 - $56.59 $105,218 - $119,348	2,109 Added 8.22%	27,765 $1.54 Million
Q4 2022 Feb 09, 2023	BUY	$43.76 - $51.48 $293,279 - $345,018	6,702 Added 35.36%	25,656 $1.22 Million
Q3 2022 Nov 10, 2022	BUY	$44.57 - $54.25 $122,968 - $149,675	2,759 Added 17.04%	18,954 $845,000
Q2 2022 Aug 03, 2022	BUY	$45.91 - $60.17 $191,444 - $250,908	4,170 Added 34.68%	16,195 $776,000
Q1 2022 May 03, 2022	SELL	$53.33 - $66.42 $5.68 Million - $7.08 Million	-106,553 Reduced 89.86%	12,025 $710,000
Q4 2021 Feb 01, 2022	BUY	$61.75 - $67.29 $7.32 Million - $7.98 Million	118,578 New	118,578 $7.83 Million
Q4 2017 Feb 09, 2018	SELL	$34.53 - $35.64 $358,904 - $370,442	-10,394 Closed	0 $0
Q3 2017 Nov 03, 2017	BUY	$33.84 - $34.33 $351,732 - $356,826	10,394	10,394 $357,000

Others Institutions Holding XT

# of Institutions

259

Shares Held

44.1M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

33.8M
Shares

$2.06 Billion
4.43% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$54.8 Million
0.85% of portfolio
Lpl Financial LLC Fort Mill, SC

750K
Shares

$45.7 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

709K
Shares

$43.2 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

442K
Shares

$26.9 Million
0.01% of portfolio

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