FWM
FTXO icon

Focused Wealth Management’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Focused Wealth 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
Q1 		– Sell
-14,597
Closed -$325K – 721
2018
Q4 		$325K Buy
+14,597
New +$375K 0.11% 106

Other funds holding FTXO

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Focused Wealth Management's FTXO Position: Q1 2019 in Review

Focused Wealth Management sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2019, closing a stake of 14,597 shares — an estimated $325K sold.

Focused Wealth Management first reported a position in FTXO in Q4 2018 and held it in 1 quarter. The position peaked at $325K in Q4 2018. 65 funds tracked by Wall St. Rank hold FTXO as of Q1 2019.

  • Focused Wealth Management reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2019 after selling out during the quarter.
  • Focused Wealth Management sold 14,597 First Trust Nasdaq Bank ETF shares in Q1 2019, an estimated $325K.
  • Focused Wealth Management first reported a position in First Trust Nasdaq Bank ETF in Q4 2018 and held it in 1 quarter.
  • Focused Wealth Management's First Trust Nasdaq Bank ETF position peaked at $325K in Q4 2018.
  • 65 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2019.

Based on Focused Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.