Geneos Wealth Management’s First Trust Nasdaq Bank ETF FTXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $43.2K | Hold |
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|
2025
Q2 | $40K | Sell |
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|
2025
Q1 | $73.7K | Buy |
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|
2024
Q4 | $38.6K | Hold |
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|
2024
Q3 | $35.2K | Sell |
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|
2024
Q2 | $35.9K | Sell |
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|
2024
Q1 | $48.9K | Sell |
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|
2023
Q4 | $49.5K | Buy |
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|
2023
Q3 | $38.8K | Buy |
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|
2023
Q2 | $38.5K | Buy |
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|
2023
Q1 | $29.3K | Sell |
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|
2022
Q4 | $46.4K | Buy |
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|
2022
Q3 | $35K | Buy |
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|
2022
Q2 | $31K | Sell |
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|
2022
Q1 | $55K | Sell |
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|
2021
Q4 | $67K | Sell |
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|
2021
Q3 | $84K | Buy |
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|
2021
Q2 | $49K | Buy |
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|
2021
Q1 | $49K | Sell |
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|
2020
Q4 | $62K | Buy |
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|
2020
Q3 | $8K | Hold |
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|
2020
Q2 | $8K | Hold |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $14K | Sell |
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|
2019
Q3 | $51K | Sell |
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|
2019
Q2 | $101K | Buy |
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|
2019
Q1 | $60K | Hold |
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|
2018
Q4 | $55K | Buy |
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|
2018
Q3 | $25K | Sell |
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|
2018
Q2 | $112K | Sell |
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|
2018
Q1 | $205K | Buy |
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|
2017
Q4 | $189K | Hold |
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|
2017
Q3 | $178K | Sell |
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|
2017
Q2 | $251K | Hold |
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|
2017
Q1 | $246K | Buy |
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|
2016
Q4 | $54K | Buy |
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