Financial Gravity Asset Management’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Financial Gravity Asset 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
2019 Q4	–	Sell	-125	Closed	-$3K	–	1497
2019 Q3	$3K	Hold	125	–	–	﹤0.01%	805
2019 Q2	$3K	Hold	125	–	–	﹤0.01%	795
2019 Q1	$3K	Buy	+125	New	+$3.16K	﹤0.01%	832
2018 Q3	$3K	Hold	125	–	–	﹤0.01%	851
2018 Q2	$4K	Hold	125	–	–	﹤0.01%	823
2018 Q1	$4K	Buy	+125	New	+$3.87K	﹤0.01%	781

Other funds holding FTXO

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

RJFSA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Gravity Asset Management's FTXO Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of First Trust Nasdaq Bank ETF (FTXO) in Q4 2019, closing a stake of 125 shares — an estimated $3K sold.

Financial Gravity Asset Management first reported a position in FTXO in Q1 2018 and held it in 6 quarters. The position peaked at $4K in Q2 2018. 67 funds tracked by Wall St. Rank hold FTXO as of Q4 2019.

Financial Gravity Asset Management reported no remaining First Trust Nasdaq Bank ETF position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 125 First Trust Nasdaq Bank ETF shares in Q4 2019, an estimated $3K.
Financial Gravity Asset Management first reported a position in First Trust Nasdaq Bank ETF in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's First Trust Nasdaq Bank ETF position peaked at $4K in Q2 2018.
67 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.