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Investmark Advisory Group’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

Investmark Advisory Group’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
Q1 		– Sell
-538
Closed -$18K – 186
2021
Q4 		$18K Buy
+538
New +$18.2K 0.02% 229

Other funds holding FTXR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Investmark Advisory Group's FTXR Position: Q1 2022 in Review

Investmark Advisory Group sold out of First Trust Nasdaq Transportation ETF (FTXR) in Q1 2022, closing a stake of 538 shares — an estimated $18K sold.

Investmark Advisory Group first reported a position in FTXR in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 85 funds tracked by Wall St. Rank hold FTXR as of Q1 2022.

  • Investmark Advisory Group reported no remaining First Trust Nasdaq Transportation ETF position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 538 First Trust Nasdaq Transportation ETF shares in Q1 2022, an estimated $18K.
  • Investmark Advisory Group first reported a position in First Trust Nasdaq Transportation ETF in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's First Trust Nasdaq Transportation ETF position peaked at $18K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.