Jaffetilchin Investment Partners’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Jaffetilchin Investment Partners’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
2023 Q2	–	Sell	-17,896	Closed	-$380K	–	367
2023 Q1	$380K	Buy	+17,896	New	+$469K	0.04%	247
2020 Q1	–	Sell	-28,403	Closed	-$800K	–	186
2019 Q4	$800K	Buy	28,403 +602	+2%	+$16.2K	0.17%	86
2019 Q3	$711K	Buy	27,801 +2,284	+9%	+$57.3K	0.17%	86
2019 Q2	$647K	Buy	25,517 +128	+0.5%	+$3.24K	0.15%	99
2019 Q1	$619K	Buy	+25,389	New	+$642K	0.14%	127
2018 Q3	–	Sell	-7,134	Closed	-$203K	–	312
2018 Q2	$203K	Buy	7,134 +10	+0.1%	+$298	0.05%	284
2018 Q1	$210K	Buy	+7,124	New	+$221K	0.05%	304

Other funds holding FTXO

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jaffetilchin Investment Partners's FTXO Position: Q2 2023 in Review

Jaffetilchin Investment Partners sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2023, closing a stake of 17,896 shares — an estimated $380K sold.

Jaffetilchin Investment Partners first reported a position in FTXO in Q1 2018 and held it in 7 quarters. The position peaked at $800K in Q4 2019. 76 funds tracked by Wall St. Rank hold FTXO as of Q2 2023.

Jaffetilchin Investment Partners reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2023 after selling out during the quarter.
Jaffetilchin Investment Partners sold 17,896 First Trust Nasdaq Bank ETF shares in Q2 2023, an estimated $380K.
Jaffetilchin Investment Partners first reported a position in First Trust Nasdaq Bank ETF in Q1 2018 and held it in 7 quarters.
Jaffetilchin Investment Partners's First Trust Nasdaq Bank ETF position peaked at $800K in Q4 2019.
76 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2023.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2023, filed 15 Aug 2023.