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FDx Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

FDx Advisors’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
2017
Q2 		– Sell
-10,413
Closed -$270K – 1204
2017
Q1 		$270K Buy
+10,413
New +$277K 0.01% 1010

Other funds holding FTXO

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

FDx Advisors's FTXO Position: Q2 2017 in Review

FDx Advisors sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2017, closing a stake of 10,413 shares — an estimated $270K sold.

FDx Advisors first reported a position in FTXO in Q1 2017 and held it in 1 quarter. The position peaked at $270K in Q1 2017. 61 funds tracked by Wall St. Rank hold FTXO as of Q2 2017.

  • FDx Advisors reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2017 after selling out during the quarter.
  • FDx Advisors sold 10,413 First Trust Nasdaq Bank ETF shares in Q2 2017, an estimated $270K.
  • FDx Advisors first reported a position in First Trust Nasdaq Bank ETF in Q1 2017 and held it in 1 quarter.
  • FDx Advisors's First Trust Nasdaq Bank ETF position peaked at $270K in Q1 2017.
  • 61 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2017.

Based on FDx Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.