Gradient Investments’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Gradient Investments’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
2021 Q3	–	Sell	-87	Closed	-$3K	–	1177
2021 Q2	$3K	Hold	87	–	–	﹤0.01%	944
2021 Q1	$3K	Hold	87	–	–	﹤0.01%	957
2020 Q4	$1K	Hold	87	–	–	﹤0.01%	1042
2020 Q3	$1K	Hold	87	–	–	﹤0.01%	1047
2020 Q2	$2K	Hold	87	–	–	﹤0.01%	882
2020 Q1	$1K	Hold	87	–	–	﹤0.01%	996
2019 Q4	$2K	Buy	+87	New	+$2.34K	﹤0.01%	937

Other funds holding FTXO

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Gradient Investments's FTXO Position: Q3 2021 in Review

Gradient Investments sold out of First Trust Nasdaq Bank ETF (FTXO) in Q3 2021, closing a stake of 87 shares — an estimated $3K sold.

Gradient Investments first reported a position in FTXO in Q4 2019 and held it in 7 quarters. The position peaked at $3K in Q2 2021. 74 funds tracked by Wall St. Rank hold FTXO as of Q3 2021.

Gradient Investments reported no remaining First Trust Nasdaq Bank ETF position as of Q3 2021 after selling out during the quarter.
Gradient Investments sold 87 First Trust Nasdaq Bank ETF shares in Q3 2021, an estimated $3K.
Gradient Investments first reported a position in First Trust Nasdaq Bank ETF in Q4 2019 and held it in 7 quarters.
Gradient Investments's First Trust Nasdaq Bank ETF position peaked at $3K in Q2 2021.
74 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q3 2021.

Based on Gradient Investments's 13F filing for Q3 2021, filed 18 Oct 2021.