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Bellwether Investment Group’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Bellwether Investment Group’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
2017
Q4 		$604K Buy
20,576
+2,346
+13% +$66.4K 2.42% 10
2017
Q3 		$504K Buy
18,230
+775
+4% +$20.4K 2.37% 13
2017
Q2 		$462K Hold
17,455
– – 2.14% 17
2017
Q1 		$453K Buy
+17,455
New +$465K 1.19% 16

Other funds holding FTXO

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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 $1.35B AUM 34.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

Bellwether Investment Group's FTXO Position: Q4 2017 in Review

Bellwether Investment Group increased its First Trust Nasdaq Bank ETF (FTXO) stake by 13% in Q4 2017, buying an estimated $66.4K and bringing the position to 20,576 shares worth $604K. The position accounts for 2.42% of the portfolio, ranked #10.

Bellwether Investment Group first reported a position in FTXO in Q1 2017 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold FTXO as of Q4 2017.

  • Bellwether Investment Group held 20,576 shares of First Trust Nasdaq Bank ETF worth $604K as of Q4 2017.
  • Bellwether Investment Group bought 2,346 First Trust Nasdaq Bank ETF shares in Q4 2017, an estimated $66.4K.
  • First Trust Nasdaq Bank ETF made up 2.42% of Bellwether Investment Group's portfolio in Q4 2017, its #10 holding.
  • Bellwether Investment Group first reported a position in First Trust Nasdaq Bank ETF in Q1 2017 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.