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Harel Insurance Investments & Financial Services’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Harel Insurance Investments & Financial Services’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
Q1 		– Sell
-11,140
Closed -$327K – 462
2017
Q4 		$327K Buy
11,140
+3,580
+47% +$101K 0.02% 170
2017
Q3 		$209K Buy
+7,560
New +$199K 0.02% 170

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RJA
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MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
NC
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 10.02% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

Harel Insurance Investments & Financial Services's FTXO Position: Q1 2018 in Review

Harel Insurance Investments & Financial Services sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2018, closing a stake of 11,140 shares — an estimated $327K sold.

Harel Insurance Investments & Financial Services first reported a position in FTXO in Q3 2017 and held it in 2 quarters. The position peaked at $327K in Q4 2017. 86 funds tracked by Wall St. Rank hold FTXO as of Q1 2018.

  • Harel Insurance Investments & Financial Services reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2018 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 11,140 First Trust Nasdaq Bank ETF shares in Q1 2018, an estimated $327K.
  • Harel Insurance Investments & Financial Services first reported a position in First Trust Nasdaq Bank ETF in Q3 2017 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's First Trust Nasdaq Bank ETF position peaked at $327K in Q4 2017.
  • 86 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2018.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2018, filed 30 Apr 2018.