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B. Riley Wealth Advisors’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

B. Riley Wealth Advisors’s Portfolio FTXR Stock Details FTXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-16,368
Closed -$460K – 1375
2020
Q4 		$460K Sell
16,368
-297
-2% -$7.76K 0.02% 561
2020
Q3 		$389K Buy
+16,665
New +$373K 0.02% 627

Other funds holding FTXR

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

B. Riley Wealth Advisors's FTXR Position: Q1 2021 in Review

B. Riley Wealth Advisors sold out of First Trust Nasdaq Transportation ETF (FTXR) in Q1 2021, closing a stake of 16,368 shares — an estimated $460K sold.

B. Riley Wealth Advisors first reported a position in FTXR in Q3 2020 and held it in 2 quarters. The position peaked at $460K in Q4 2020. 71 funds tracked by Wall St. Rank hold FTXR as of Q1 2021.

  • B. Riley Wealth Advisors reported no remaining First Trust Nasdaq Transportation ETF position as of Q1 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 16,368 First Trust Nasdaq Transportation ETF shares in Q1 2021, an estimated $460K.
  • B. Riley Wealth Advisors first reported a position in First Trust Nasdaq Transportation ETF in Q3 2020 and held it in 2 quarters.
  • B. Riley Wealth Advisors's First Trust Nasdaq Transportation ETF position peaked at $460K in Q4 2020.
  • 71 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q1 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.