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

IFP 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
2023 Q1	–	Sell	-22	Closed	-$1K	–	3775
2022 Q4	$1K	Sell	22 -498	-96%	-$12.9K	﹤0.01%	4344
2022 Q3	$14K	Hold	520	–	–	﹤0.01%	3385
2022 Q2	$14K	Hold	520	–	–	﹤0.01%	3139
2022 Q1	$14K	Buy	520 +99	+24%	+$3.2K	﹤0.01%	3139
2021 Q4	$15K	Sell	421 -119	-22%	-$4.03K	﹤0.01%	2069
2021 Q3	$17K	Buy	540 +219	+68%	+$7.02K	﹤0.01%	2052
2021 Q2	$11K	Buy	+321	New	+$10.8K	﹤0.01%	2175
2019 Q1	–	Sell	-410	Closed	-$9K	–	2727
2018 Q4	$9K	Hold	410	–	–	﹤0.01%	2552
2018 Q3	$10K	Hold	410	–	–	﹤0.01%	2846
2018 Q2	$10K	Hold	410	–	–	﹤0.01%	2887
2018 Q1	$11K	Hold	410	–	–	﹤0.01%	2727
2017 Q4	$11K	Sell	410 -600	-59%	-$14.9K	﹤0.01%	2766
2017 Q3	$24K	Hold	1,010	–	–	﹤0.01%	2474
2017 Q2	$24K	Sell	1,010 -200	-17%	-$4.66K	﹤0.01%	2466
2017 Q1	$28K	Buy	+1,210	New	+$28.3K	﹤0.01%	2281

Other funds holding FTXR

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

RJA

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

IFP Advisors's FTXR Position: Q1 2023 in Review

IFP Advisors sold out of First Trust Nasdaq Transportation ETF (FTXR) in Q1 2023, closing a stake of 22 shares — an estimated $1K sold.

IFP Advisors first reported a position in FTXR in Q1 2017 and held it in 15 quarters. The position peaked at $28K in Q1 2017. 37 funds tracked by Wall St. Rank hold FTXR as of Q1 2023.

IFP Advisors reported no remaining First Trust Nasdaq Transportation ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 22 First Trust Nasdaq Transportation ETF shares in Q1 2023, an estimated $1K.
IFP Advisors first reported a position in First Trust Nasdaq Transportation ETF in Q1 2017 and held it in 15 quarters.
IFP Advisors's First Trust Nasdaq Transportation ETF position peaked at $28K in Q1 2017.
37 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.