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IHT Wealth Management’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

IHT Wealth Management’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
2019
Q2 		– Sell
-10,991
Closed -$268K – 552
2019
Q1 		$268K Buy
+10,991
New +$278K 0.04% 386

Other funds holding FTXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

IHT Wealth Management's FTXO Position: Q2 2019 in Review

IHT Wealth Management sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2019, closing a stake of 10,991 shares — an estimated $268K sold.

IHT Wealth Management first reported a position in FTXO in Q1 2019 and held it in 1 quarter. The position peaked at $268K in Q1 2019. 58 funds tracked by Wall St. Rank hold FTXO as of Q2 2019.

  • IHT Wealth Management reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2019 after selling out during the quarter.
  • IHT Wealth Management sold 10,991 First Trust Nasdaq Bank ETF shares in Q2 2019, an estimated $268K.
  • IHT Wealth Management first reported a position in First Trust Nasdaq Bank ETF in Q1 2019 and held it in 1 quarter.
  • IHT Wealth Management's First Trust Nasdaq Bank ETF position peaked at $268K in Q1 2019.
  • 58 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2019.

Based on IHT Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.