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American Portfolios Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

American Portfolios Advisors’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 		$22.6K Sell
873
-241
-22% -$6.75K ﹤0.01% 2125
2022
Q2 		$29K Sell
1,114
-215
-16% -$6.17K ﹤0.01% 2041
2022
Q1 		$42.2K Buy
1,329
+254
+24% +$8.69K ﹤0.01% 1974
2021
Q4 		$35.3K Buy
1,075
+15
+1% +$508 ﹤0.01% 2039
2021
Q3 		$34.6K Sell
1,060
-237
-18% -$7.38K ﹤0.01% 1983
2021
Q2 		$40.2K Buy
1,297
+60
+5% +$1.92K ﹤0.01% 1844
2021
Q1 		$38.6K Buy
1,237
+8
+0.7% +$230 ﹤0.01% 1718
2020
Q4 		$29.2K Sell
1,229
-350
-22% -$7.32K ﹤0.01% 1647
2020
Q3 		$26.7K Hold
1,579
– – ﹤0.01% 1562
2020
Q2 		$28K Buy
1,579
+1,195
+311% +$20.8K ﹤0.01% 1508
2020
Q1 		$6K Sell
384
-20
-5% -$471 ﹤0.01% 2024
2019
Q4 		$11.4K Sell
404
-9,422
-96% -$253K ﹤0.01% 1946
2019
Q3 		$251K Buy
9,826
+1,020
+12% +$25.6K 0.02% 629
2019
Q2 		$223K Buy
8,806
+7,292
+482% +$185K 0.02% 674
2019
Q1 		$36.9K Buy
1,514
+1,164
+333% +$29.4K ﹤0.01% 1313
2018
Q4 		$7.79K Sell
350
-2,155
-86% -$55.3K ﹤0.01% 1719
2018
Q3 		$69.9K Buy
2,505
+2,155
+616% +$63.3K 0.01% 977
2018
Q2 		$9.97K Hold
350
– – ﹤0.01% 1718
2018
Q1 		$10.3K Hold
350
– – ﹤0.01% 1623
2017
Q4 		$10.3K Buy
+350
New +$9.9K ﹤0.01% 1556

Other funds holding FTXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

American Portfolios Advisors's FTXO Position: Q3 2022 in Review

American Portfolios Advisors reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 22% in Q3 2022, selling an estimated $6.75K and leaving 873 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

American Portfolios Advisors first reported a position in FTXO in Q4 2017 and has held it in 20 quarters since. The position peaked at $251K in Q3 2019. 89 funds tracked by Wall St. Rank hold FTXO as of Q3 2022.

  • American Portfolios Advisors held 873 shares of First Trust Nasdaq Bank ETF worth $22.6K as of Q3 2022.
  • American Portfolios Advisors sold 241 First Trust Nasdaq Bank ETF shares in Q3 2022, an estimated $6.75K.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2125 holding.
  • American Portfolios Advisors first reported a position in First Trust Nasdaq Bank ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's First Trust Nasdaq Bank ETF position peaked at $251K in Q3 2019.
  • 89 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.