EWA
EP Wealth Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-29,128
| Closed | -$830K | – | 281 |
|
|
2018
Q2 | $830K | Sell |
29,128
-7,731
| -21% | -$220K | 0.08% | 97 |
|
|
2018
Q1 | $1.09M | Sell |
36,859
-3,235
| -8% | -$95.5K | 0.11% | 92 |
|
|
2017
Q4 | $1.18M | Sell |
40,094
-15,086
| -27% | -$443K | 0.12% | 71 |
|
|
2017
Q3 | $1.52M | Sell |
55,180
-61,434
| -53% | -$1.7M | 0.18% | 65 |
|
|
2017
Q2 | $3.08M | Buy |
+116,614
| New | +$3.08M | 0.38% | 44 |
|