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FAS Wealth Partners’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

FAS Wealth Partners’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
2022
Q3 		– Sell
-453
Closed -$12K – 408
2022
Q2 		$12K Buy
+453
New +$13K ﹤0.01% 372

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Envestnet Asset Management
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Wells Fargo
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RJFSA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FAS Wealth Partners's FTXO Position: Q3 2022 in Review

FAS Wealth Partners sold out of First Trust Nasdaq Bank ETF (FTXO) in Q3 2022, closing a stake of 453 shares — an estimated $12K sold.

FAS Wealth Partners first reported a position in FTXO in Q2 2022 and held it in 1 quarter. The position peaked at $12K in Q2 2022. 89 funds tracked by Wall St. Rank hold FTXO as of Q3 2022.

  • FAS Wealth Partners reported no remaining First Trust Nasdaq Bank ETF position as of Q3 2022 after selling out during the quarter.
  • FAS Wealth Partners sold 453 First Trust Nasdaq Bank ETF shares in Q3 2022, an estimated $12K.
  • FAS Wealth Partners first reported a position in First Trust Nasdaq Bank ETF in Q2 2022 and held it in 1 quarter.
  • FAS Wealth Partners's First Trust Nasdaq Bank ETF position peaked at $12K in Q2 2022.
  • 89 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q3 2022.

Based on FAS Wealth Partners's 13F filing for Q3 2022, filed 20 Oct 2022.