Avestar Capital’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Avestar Capital’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	-53,055	Closed	-$1.5M	–	174
2019 Q4	$1.5M	Sell	53,055 -2,350	-4%	-$63.2K	0.84%	24
2019 Q3	$1.42M	Buy	55,405 +1,318	+2%	+$33.1K	0.88%	23
2019 Q2	$1.35M	Buy	54,087 +3,168	+6%	+$80.2K	0.86%	23
2019 Q1	$1.22M	Buy	+50,919	New	+$1.29M	0.8%	34

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

Avestar Capital's FTXO Position: Q1 2020 in Review

Avestar Capital sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2020, closing a stake of 53,055 shares — an estimated $1.5M sold.

Avestar Capital first reported a position in FTXO in Q1 2019 and held it in 4 quarters. The position peaked at $1.5M in Q4 2019. 52 funds tracked by Wall St. Rank hold FTXO as of Q1 2020.

Avestar Capital reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2020 after selling out during the quarter.
Avestar Capital sold 53,055 First Trust Nasdaq Bank ETF shares in Q1 2020, an estimated $1.5M.
Avestar Capital first reported a position in First Trust Nasdaq Bank ETF in Q1 2019 and held it in 4 quarters.
Avestar Capital's First Trust Nasdaq Bank ETF position peaked at $1.5M in Q4 2019.
52 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2020.

Based on Avestar Capital's 13F filing for Q1 2020, filed 12 May 2020.