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Creekmur Asset Management’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

Creekmur Asset Management’s Portfolio FTXR Stock Details FTXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-152
Closed -$4.56K – 868
2023
Q4 		$4.56K Buy
+152
New +$4.2K ﹤0.01% 599

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Susquehanna International Group
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creekmur Asset Management's FTXR Position: Q1 2024 in Review

Creekmur Asset Management sold out of First Trust Nasdaq Transportation ETF (FTXR) in Q1 2024, closing a stake of 152 shares — an estimated $4.56K sold.

Creekmur Asset Management first reported a position in FTXR in Q4 2023 and held it in 1 quarter. The position peaked at $4.56K in Q4 2023. 35 funds tracked by Wall St. Rank hold FTXR as of Q1 2024.

  • Creekmur Asset Management reported no remaining First Trust Nasdaq Transportation ETF position as of Q1 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 152 First Trust Nasdaq Transportation ETF shares in Q1 2024, an estimated $4.56K.
  • Creekmur Asset Management first reported a position in First Trust Nasdaq Transportation ETF in Q4 2023 and held it in 1 quarter.
  • Creekmur Asset Management's First Trust Nasdaq Transportation ETF position peaked at $4.56K in Q4 2023.
  • 35 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q1 2024.

Based on Creekmur Asset Management's 13F filing for Q1 2024, filed 16 May 2024.