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Foundations Investment Advisors’s First Trust Nasdaq Pharmaceuticals ETF FTXH Stock Holding History

Foundations Investment Advisors’s Portfolio FTXH Stock Details FTXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,666
Closed -$200K – 590
2023
Q1 		$200K Buy
+7,666
New +$205K 0.01% 484

Other funds holding FTXH

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
PPWM
Paragon Private Wealth Management Lexington, Kentucky $320M AUM 23.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Foundations Investment Advisors's FTXH Position: Q2 2023 in Review

Foundations Investment Advisors sold out of First Trust Nasdaq Pharmaceuticals ETF (FTXH) in Q2 2023, closing a stake of 7,666 shares — an estimated $200K sold.

Foundations Investment Advisors first reported a position in FTXH in Q1 2023 and held it in 1 quarter. The position peaked at $200K in Q1 2023. 25 funds tracked by Wall St. Rank hold FTXH as of Q2 2023.

  • Foundations Investment Advisors reported no remaining First Trust Nasdaq Pharmaceuticals ETF position as of Q2 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 7,666 First Trust Nasdaq Pharmaceuticals ETF shares in Q2 2023, an estimated $200K.
  • Foundations Investment Advisors first reported a position in First Trust Nasdaq Pharmaceuticals ETF in Q1 2023 and held it in 1 quarter.
  • Foundations Investment Advisors's First Trust Nasdaq Pharmaceuticals ETF position peaked at $200K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held First Trust Nasdaq Pharmaceuticals ETF as of Q2 2023.

Based on Foundations Investment Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.