Atwood & Palmer’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Atwood & Palmer’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
2018 Q4	–	Sell	-145	Closed	-$4K	–	321
2018 Q3	$4K	Sell	145 -71,820	-100%	-$2.11M	﹤0.01%	286
2018 Q2	$2.05M	Buy	71,965 +455	+0.6%	+$13.6K	0.28%	52
2018 Q1	$2.11M	Buy	71,510 +4,695	+7%	+$145K	0.3%	50
2017 Q4	$1.96M	Sell	66,815 -5,435	-8%	-$154K	0.28%	52
2017 Q3	$2M	Buy	72,250 +4,275	+6%	+$113K	0.29%	51
2017 Q2	$1.8M	Buy	67,975 +3,530	+5%	+$90.6K	0.28%	53
2017 Q1	$1.67M	Buy	+64,445	New	+$1.72M	0.27%	53

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Atwood & Palmer's FTXO Position: Q4 2018 in Review

Atwood & Palmer sold out of First Trust Nasdaq Bank ETF (FTXO) in Q4 2018, closing a stake of 145 shares — an estimated $4K sold.

Atwood & Palmer first reported a position in FTXO in Q1 2017 and held it in 7 quarters. The position peaked at $2.11M in Q1 2018. 67 funds tracked by Wall St. Rank hold FTXO as of Q4 2018.

Atwood & Palmer reported no remaining First Trust Nasdaq Bank ETF position as of Q4 2018 after selling out during the quarter.
Atwood & Palmer sold 145 First Trust Nasdaq Bank ETF shares in Q4 2018, an estimated $4K.
Atwood & Palmer first reported a position in First Trust Nasdaq Bank ETF in Q1 2017 and held it in 7 quarters.
Atwood & Palmer's First Trust Nasdaq Bank ETF position peaked at $2.11M in Q1 2018.
67 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q4 2018.

Based on Atwood & Palmer's 13F filing for Q4 2018, filed 1 Feb 2019.