Arden Trust’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Arden Trust’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
2020 Q1	–	Sell	-23,410	Closed	-$660K	–	764
2019 Q4	$660K	Sell	23,410 -91	-0.4%	-$2.45K	0.1%	186
2019 Q3	$601K	Sell	23,501 -3,268	-12%	-$82K	0.1%	191
2019 Q2	$678K	Sell	26,769 -25,307	-49%	-$640K	0.11%	173
2019 Q1	$1.27M	Buy	52,076 +8,501	+20%	+$215K	0.2%	112
2018 Q4	$970K	Buy	43,575 +30,428	+231%	+$781K	0.17%	128
2018 Q3	$366K	Buy	+13,147	New	+$386K	0.06%	274

Other funds holding FTXO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

Arden Trust's FTXO Position: Q1 2020 in Review

Arden Trust sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2020, closing a stake of 23,410 shares — an estimated $660K sold.

Arden Trust first reported a position in FTXO in Q3 2018 and held it in 6 quarters. The position peaked at $1.27M in Q1 2019. 52 funds tracked by Wall St. Rank hold FTXO as of Q1 2020.

Arden Trust reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2020 after selling out during the quarter.
Arden Trust sold 23,410 First Trust Nasdaq Bank ETF shares in Q1 2020, an estimated $660K.
Arden Trust first reported a position in First Trust Nasdaq Bank ETF in Q3 2018 and held it in 6 quarters.
Arden Trust's First Trust Nasdaq Bank ETF position peaked at $1.27M in Q1 2019.
52 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2020.

Based on Arden Trust's 13F filing for Q1 2020, filed 16 Apr 2020.