CA
FTXO icon

Claro Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Claro Advisors’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
2019
Q1 		– Sell
-3,070
Closed -$86K – 448
2018
Q4 		$86K Buy
+3,070
New +$78.8K 0.07% 252

Other funds holding FTXO

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Claro Advisors's FTXO Position: Q1 2019 in Review

Claro Advisors sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2019, closing a stake of 3,070 shares — an estimated $86K sold.

Claro Advisors first reported a position in FTXO in Q4 2018 and held it in 1 quarter. The position peaked at $86K in Q4 2018. 65 funds tracked by Wall St. Rank hold FTXO as of Q1 2019.

  • Claro Advisors reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 3,070 First Trust Nasdaq Bank ETF shares in Q1 2019, an estimated $86K.
  • Claro Advisors first reported a position in First Trust Nasdaq Bank ETF in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's First Trust Nasdaq Bank ETF position peaked at $86K in Q4 2018.
  • 65 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.