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HFG Advisors’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

HFG Advisors’s Portfolio FTXR Stock Details FTXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-29,554
Closed -$955K – 86
2022
Q1 		$955K Buy
29,554
+61
+0.2% +$1.97K 1.09% 28
2021
Q4 		$1.02M Buy
+29,493
New +$998K 1.15% 29

Other funds holding FTXR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HFG Advisors's FTXR Position: Q2 2022 in Review

HFG Advisors sold out of First Trust Nasdaq Transportation ETF (FTXR) in Q2 2022, closing a stake of 29,554 shares — an estimated $955K sold.

HFG Advisors first reported a position in FTXR in Q4 2021 and held it in 2 quarters. The position peaked at $1.02M in Q4 2021. 55 funds tracked by Wall St. Rank hold FTXR as of Q2 2022.

  • HFG Advisors reported no remaining First Trust Nasdaq Transportation ETF position as of Q2 2022 after selling out during the quarter.
  • HFG Advisors sold 29,554 First Trust Nasdaq Transportation ETF shares in Q2 2022, an estimated $955K.
  • HFG Advisors first reported a position in First Trust Nasdaq Transportation ETF in Q4 2021 and held it in 2 quarters.
  • HFG Advisors's First Trust Nasdaq Transportation ETF position peaked at $1.02M in Q4 2021.
  • 55 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q2 2022.

Based on HFG Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.