Hochman Cole Investment Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Hochman Cole Investment Advisors’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 Q4	–	Sell	-10,043	Closed	-$280K	–	112
2018 Q3	$280K	Hold	10,043	–	–	0.17%	88
2018 Q2	$286K	Hold	10,043	–	–	0.19%	83
2018 Q1	$296K	Hold	10,043	–	–	0.21%	81
2017 Q4	$295K	Buy	10,043 +186	+2%	+$5.26K	0.19%	79
2017 Q3	$272K	Sell	9,857 -4,140	-30%	-$109K	0.18%	79
2017 Q2	$370K	Buy	+13,997	New	+$359K	0.26%	63

Other funds holding FTXO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Hochman Cole Investment Advisors's FTXO Position: Q4 2018 in Review

Hochman Cole Investment Advisors sold out of First Trust Nasdaq Bank ETF (FTXO) in Q4 2018, closing a stake of 10,043 shares — an estimated $280K sold.

Hochman Cole Investment Advisors first reported a position in FTXO in Q2 2017 and held it in 6 quarters. The position peaked at $370K in Q2 2017. 67 funds tracked by Wall St. Rank hold FTXO as of Q4 2018.

Hochman Cole Investment Advisors reported no remaining First Trust Nasdaq Bank ETF position as of Q4 2018 after selling out during the quarter.
Hochman Cole Investment Advisors sold 10,043 First Trust Nasdaq Bank ETF shares in Q4 2018, an estimated $280K.
Hochman Cole Investment Advisors first reported a position in First Trust Nasdaq Bank ETF in Q2 2017 and held it in 6 quarters.
Hochman Cole Investment Advisors's First Trust Nasdaq Bank ETF position peaked at $370K in Q2 2017.
67 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q4 2018.

Based on Hochman Cole Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.