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

Financial Gravity Companies’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 Q4	$3K	Buy	+125	New	+$3.21K	﹤0.01%	827
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

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

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

RJFSA

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

Financial Gravity Companies's FTXO Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in First Trust Nasdaq Bank ETF (FTXO) in Q4 2018: 125 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #827 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FTXO as recently as Q1 2018.

Financial Gravity Companies first reported a position in FTXO in Q1 2018 and has held it in 2 quarters since. The position peaked at $4K in Q1 2018. 67 funds tracked by Wall St. Rank hold FTXO as of Q4 2018.

Financial Gravity Companies held 125 shares of First Trust Nasdaq Bank ETF worth $3K as of Q4 2018.
First Trust Nasdaq Bank ETF was a new Financial Gravity Companies position in Q4 2018.
First Trust Nasdaq Bank ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #827 holding.
Financial Gravity Companies first reported a position in First Trust Nasdaq Bank ETF in Q1 2018 and has held it in 2 quarters since.
Financial Gravity Companies's First Trust Nasdaq Bank ETF position peaked at $4K in Q1 2018.
67 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.