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KFI
Key Financial Inc’s
First Trust Nasdaq Bank ETF
FTXO
Stock Holding History
Key Financial Inc’s Portfolio
FTXO Stock Details
FTXO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.97K
Hold
82
–
–
﹤0.01%
1125
2025
Q4
$3.1K
Hold
82
–
–
﹤0.01%
1118
2025
Q3
$2.88K
Hold
82
–
–
﹤0.01%
1142
2025
Q2
$2.71K
Hold
82
–
–
﹤0.01%
1144
2025
Q1
$2.49K
Hold
82
–
–
﹤0.01%
1117
2024
Q4
$2.61K
Hold
82
–
–
﹤0.01%
1117
2024
Q3
$2.38K
Hold
82
–
–
﹤0.01%
1092
2024
Q2
$2.18K
Hold
82
–
–
﹤0.01%
1098
2024
Q1
$2.23K
Hold
82
–
–
﹤0.01%
1092
2023
Q4
$2.07K
Hold
82
–
–
﹤0.01%
1097
2023
Q3
$1.7K
Hold
82
–
–
﹤0.01%
1134
2023
Q2
$1.74K
Hold
82
–
–
﹤0.01%
1181
2023
Q1
$1.74K
Hold
82
–
–
﹤0.01%
976
2022
Q4
$2.12K
Hold
82
–
–
﹤0.01%
943
2022
Q3
$2K
Hold
82
–
–
﹤0.01%
945
2022
Q2
$2K
Hold
82
–
–
﹤0.01%
932
2022
Q1
$3K
Buy
+82
New
+$2.81K
﹤0.01%
868
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1-Year Est. Return
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$377B AUM
19.32%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
Two Sigma Investments
New York
$124B AUM
33.93%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
TS
TradeWell Securities
Fort Wayne, Indiana
$237M AUM
24.02%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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