Financial Advocates Investment Management’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

Financial Advocates Investment Management’s Portfolio FTXR Stock Details FTXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-57,021	Closed	-$1.97M	–	758
2021 Q4	$1.97M	Sell	57,021 -75,867	-57%	-$2.57M	0.12%	201
2021 Q3	$4.1M	Buy	132,888 +3,045	+2%	+$97.5K	0.28%	91
2021 Q2	$4.41M	Buy	129,843 +39,687	+44%	+$1.34M	0.29%	74
2021 Q1	$2.97M	Buy	90,156 +18,185	+25%	+$558K	0.21%	110
2020 Q4	$2.02M	Sell	71,971 -523	-0.7%	-$13.7K	0.14%	169
2020 Q3	$1.69M	Buy	+72,494	New	+$1.62M	0.14%	152

Other funds holding FTXR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Advocates Investment Management's FTXR Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of First Trust Nasdaq Transportation ETF (FTXR) in Q1 2022, closing a stake of 57,021 shares — an estimated $1.97M sold.

Financial Advocates Investment Management first reported a position in FTXR in Q3 2020 and held it in 6 quarters. The position peaked at $4.41M in Q2 2021. 85 funds tracked by Wall St. Rank hold FTXR as of Q1 2022.

Financial Advocates Investment Management reported no remaining First Trust Nasdaq Transportation ETF position as of Q1 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 57,021 First Trust Nasdaq Transportation ETF shares in Q1 2022, an estimated $1.97M.
Financial Advocates Investment Management first reported a position in First Trust Nasdaq Transportation ETF in Q3 2020 and held it in 6 quarters.
Financial Advocates Investment Management's First Trust Nasdaq Transportation ETF position peaked at $4.41M in Q2 2021.
85 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.