Beirne Wealth Consulting Services’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Beirne Wealth Consulting Services’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	-24,477	Closed	-$690K	–	84
2019 Q4	$690K	Sell	24,477 -58,206	-70%	-$1.56M	0.61%	37
2019 Q3	$2.12M	Sell	82,683 -4,975	-6%	-$125K	1.76%	14
2019 Q2	$2.22M	Sell	87,658 -1,541	-2%	-$39K	1.99%	10
2019 Q1	$2.18M	Buy	89,199 +1,562	+2%	+$39.5K	1.71%	12
2018 Q4	$1.95M	Buy	+87,637	New	+$2.25M	1.66%	12

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

Beirne Wealth Consulting Services's FTXO Position: Q1 2020 in Review

Beirne Wealth Consulting Services sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2020, closing a stake of 24,477 shares — an estimated $690K sold.

Beirne Wealth Consulting Services first reported a position in FTXO in Q4 2018 and held it in 5 quarters. The position peaked at $2.22M in Q2 2019. 52 funds tracked by Wall St. Rank hold FTXO as of Q1 2020.

Beirne Wealth Consulting Services reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2020 after selling out during the quarter.
Beirne Wealth Consulting Services sold 24,477 First Trust Nasdaq Bank ETF shares in Q1 2020, an estimated $690K.
Beirne Wealth Consulting Services first reported a position in First Trust Nasdaq Bank ETF in Q4 2018 and held it in 5 quarters.
Beirne Wealth Consulting Services's First Trust Nasdaq Bank ETF position peaked at $2.22M in Q2 2019.
52 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2020.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2020, filed 28 Apr 2020.