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Belpointe Asset Management’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-783
Closed -$16.6K – 1587
2023
Q1 		$16.6K Sell
783
-301
-28% -$7.88K ﹤0.01% 2412
2022
Q4 		$28.4K Buy
+1,084
New +$29.5K ﹤0.01% 1945

Other funds holding FTXO

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Belpointe Asset Management's FTXO Position: Q2 2023 in Review

Belpointe Asset Management sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2023, closing a stake of 783 shares — an estimated $16.6K sold.

Belpointe Asset Management first reported a position in FTXO in Q4 2022 and held it in 2 quarters. The position peaked at $28.4K in Q4 2022. 76 funds tracked by Wall St. Rank hold FTXO as of Q2 2023.

  • Belpointe Asset Management reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 783 First Trust Nasdaq Bank ETF shares in Q2 2023, an estimated $16.6K.
  • Belpointe Asset Management first reported a position in First Trust Nasdaq Bank ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's First Trust Nasdaq Bank ETF position peaked at $28.4K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.