Kesler Norman & Wride’s First Trust Nasdaq Pharmaceuticals ETF FTXH Stock Holding History

Kesler Norman & Wride’s Portfolio FTXH Stock Details FTXH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-27,477	Closed	-$703K	–	161
2023 Q3	$703K	Hold	27,477	–	–	0.18%	120
2023 Q2	$720K	Hold	27,477	–	–	0.17%	114
2023 Q1	$717K	Sell	27,477 -540	-2%	-$14.5K	0.18%	115
2022 Q4	$769K	Buy	28,017 +540	+2%	+$14.4K	0.2%	110
2022 Q3	$661K	Buy	+27,477	New	+$710K	0.18%	124

Other funds holding FTXH

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFA

WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kesler Norman & Wride's FTXH Position: Q4 2023 in Review

Kesler Norman & Wride sold out of First Trust Nasdaq Pharmaceuticals ETF (FTXH) in Q4 2023, closing a stake of 27,477 shares — an estimated $703K sold.

Kesler Norman & Wride first reported a position in FTXH in Q3 2022 and held it in 5 quarters. The position peaked at $769K in Q4 2022. 22 funds tracked by Wall St. Rank hold FTXH as of Q4 2023.

Kesler Norman & Wride reported no remaining First Trust Nasdaq Pharmaceuticals ETF position as of Q4 2023 after selling out during the quarter.
Kesler Norman & Wride sold 27,477 First Trust Nasdaq Pharmaceuticals ETF shares in Q4 2023, an estimated $703K.
Kesler Norman & Wride first reported a position in First Trust Nasdaq Pharmaceuticals ETF in Q3 2022 and held it in 5 quarters.
Kesler Norman & Wride's First Trust Nasdaq Pharmaceuticals ETF position peaked at $769K in Q4 2022.
22 funds tracked by Wall St. Rank held First Trust Nasdaq Pharmaceuticals ETF as of Q4 2023.

Based on Kesler Norman & Wride's 13F filing for Q4 2023, filed 10 Jan 2024.