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Financial Architects (New Jersey)’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Financial Architects (New Jersey)’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
2018
Q1 		– Sell
-2,136
Closed -$63K – 1455
2017
Q4 		$63K Hold
2,136
– – 0.01% 609
2017
Q3 		$59K Sell
2,136
-66
-3% -$1.74K 0.01% 633
2017
Q2 		$58K Hold
2,202
– – 0.01% 624
2017
Q1 		$57K Buy
+2,202
New +$58.6K 0.01% 620

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

Financial Architects (New Jersey)'s FTXO Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2018, closing a stake of 2,136 shares — an estimated $63K sold.

Financial Architects (New Jersey) first reported a position in FTXO in Q1 2017 and held it in 4 quarters. The position peaked at $63K in Q4 2017. 86 funds tracked by Wall St. Rank hold FTXO as of Q1 2018.

  • Financial Architects (New Jersey) reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,136 First Trust Nasdaq Bank ETF shares in Q1 2018, an estimated $63K.
  • Financial Architects (New Jersey) first reported a position in First Trust Nasdaq Bank ETF in Q1 2017 and held it in 4 quarters.
  • Financial Architects (New Jersey)'s First Trust Nasdaq Bank ETF position peaked at $63K in Q4 2017.
  • 86 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.