ACG Wealth
FTXO icon

ACG Wealth’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

ACG Wealth’s Portfolio FTXO Stock Details FTXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,213
Closed -$32K – 530
2022
Q2 		$32K Buy
+1,213
New +$34.8K 0.01% 500

Other funds holding FTXO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ACG Wealth's FTXO Position: Q3 2022 in Review

ACG Wealth sold out of First Trust Nasdaq Bank ETF (FTXO) in Q3 2022, closing a stake of 1,213 shares — an estimated $32K sold.

ACG Wealth first reported a position in FTXO in Q2 2022 and held it in 1 quarter. The position peaked at $32K in Q2 2022. 89 funds tracked by Wall St. Rank hold FTXO as of Q3 2022.

  • ACG Wealth reported no remaining First Trust Nasdaq Bank ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 1,213 First Trust Nasdaq Bank ETF shares in Q3 2022, an estimated $32K.
  • ACG Wealth first reported a position in First Trust Nasdaq Bank ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's First Trust Nasdaq Bank ETF position peaked at $32K in Q2 2022.
  • 89 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.