Atria Wealth Solutions’s First Trust Nasdaq Bank ETF FTXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Sell |
12,332
-3,680
| -23% | -$122K | 0.01% | 1010 |
|
|
2025
Q1 | $487K | Sell |
16,012
-1,314
| -8% | -$39.9K | 0.01% | 1204 |
|
|
2024
Q4 | $551K | Buy |
+17,326
| New | +$551K | 0.01% | 1210 |
|
|
2023
Q4 | – | Sell |
-10,299
| Closed | -$213K | – | 1952 |
|
|
2023
Q3 | $213K | Buy |
10,299
+501
| +5% | +$10.4K | ﹤0.01% | 1652 |
|
|
2023
Q2 | $208K | Buy |
+9,798
| New | +$208K | ﹤0.01% | 1664 |
|
|
2023
Q1 | – | Sell |
-16,116
| Closed | -$422K | – | 1882 |
|
|
2022
Q4 | $422K | Buy |
16,116
+6,733
| +72% | +$176K | 0.01% | 1165 |
|
|
2022
Q3 | $243K | Buy |
9,383
+919
| +11% | +$23.8K | ﹤0.01% | 1430 |
|
|
2022
Q2 | $220K | Sell |
8,464
-7,605
| -47% | -$198K | ﹤0.01% | 1373 |
|
|
2022
Q1 | $511K | Buy |
+16,069
| New | +$511K | 0.01% | 1057 |
|