Coppell Advisory Solutions Corp’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.22M Sell
57,907
-8,659
-13% -$227K 0.4% 66
2022
Q4
$1.74M Buy
+66,566
New +$1.81M 0.59% 43

Other funds holding FTXO

Coppell Advisory Solutions Corp's FTXO Position: Q1 2023 in Review

Coppell Advisory Solutions Corp reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 13% in Q1 2023, selling an estimated $227K and leaving 57,907 shares worth $1.22M. The position accounts for 0.4% of the portfolio, ranked #66.

Coppell Advisory Solutions Corp first reported a position in FTXO in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.74M in Q4 2022. 83 funds tracked by Wall St. Rank hold FTXO as of Q1 2023.

  • Coppell Advisory Solutions Corp held 57,907 shares of First Trust Nasdaq Bank ETF worth $1.22M as of Q1 2023.
  • Coppell Advisory Solutions Corp sold 8,659 First Trust Nasdaq Bank ETF shares in Q1 2023, an estimated $227K.
  • First Trust Nasdaq Bank ETF made up 0.4% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #66 holding.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Nasdaq Bank ETF in Q4 2022 and has held it in 2 quarters since.
  • Coppell Advisory Solutions Corp's First Trust Nasdaq Bank ETF position peaked at $1.74M in Q4 2022.
  • 83 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.