FAIM
FTXO icon

Financial Advocates Investment Management’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Financial Advocates Investment Management’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
-8,356
Closed -$218K – 776
2022
Q2 		$218K Sell
8,356
-7,122
-46% -$204K 0.02% 604
2022
Q1 		$492K Buy
15,478
+1,943
+14% +$66.5K 0.03% 442
2021
Q4 		$444K Buy
13,535
+267
+2% +$9.04K 0.03% 512
2021
Q3 		$433K Buy
13,268
+478
+4% +$14.9K 0.03% 509
2021
Q2 		$397K Buy
12,790
+1,893
+17% +$60.5K 0.03% 535
2021
Q1 		$340K Buy
+10,897
New +$314K 0.02% 572
2020
Q2 		– Sell
-11,300
Closed -$177K – 616
2020
Q1 		$177K Sell
11,300
-3,817
-25% -$90K 0.03% 442
2019
Q4 		$426K Buy
15,117
+6,514
+76% +$175K 0.05% 345
2019
Q3 		$220K Buy
+8,603
New +$216K 0.03% 444
2018
Q4 		– Sell
-21,318
Closed -$595K – 452
2018
Q3 		$595K Buy
21,318
+3,438
+19% +$101K 0.07% 260
2018
Q2 		$514K Buy
17,880
+4,911
+38% +$147K 0.06% 266
2018
Q1 		$383K Sell
12,969
-369
-3% -$11.4K 0.05% 310
2017
Q4 		$392K Buy
+13,338
New +$377K 0.05% 297

Other funds holding FTXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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 $44.6B AUM 28.94% 1-Year Est. Return

Financial Advocates Investment Management's FTXO Position: Q3 2022 in Review

Financial Advocates Investment Management sold out of First Trust Nasdaq Bank ETF (FTXO) in Q3 2022, closing a stake of 8,356 shares — an estimated $218K sold.

Financial Advocates Investment Management first reported a position in FTXO in Q4 2017 and held it in 13 quarters. The position peaked at $595K in Q3 2018. 89 funds tracked by Wall St. Rank hold FTXO as of Q3 2022.

  • Financial Advocates Investment Management reported no remaining First Trust Nasdaq Bank ETF position as of Q3 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,356 First Trust Nasdaq Bank ETF shares in Q3 2022, an estimated $218K.
  • Financial Advocates Investment Management first reported a position in First Trust Nasdaq Bank ETF in Q4 2017 and held it in 13 quarters.
  • Financial Advocates Investment Management's First Trust Nasdaq Bank ETF position peaked at $595K in Q3 2018.
  • 89 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q3 2022.

Based on Financial Advocates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.