EP Wealth Advisors’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
2018
Q3
Sell
2018
Q2
$830K Sell
2018
Q1
$1.09M Sell
2017
Q4
$1.18M Sell
2017
Q3
$1.52M Sell
2017
Q2
$3.08M Buy