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Legacy Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Legacy Advisors’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
2018
Q1 		– Sell
-505
Closed -$14K – 408
2017
Q4 		$14K Buy
+505
New +$14.3K 0.01% 218

Other funds holding FTXO

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

Legacy Advisors's FTXO Position: Q1 2018 in Review

Legacy Advisors sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2018, closing a stake of 505 shares — an estimated $14K sold.

Legacy Advisors first reported a position in FTXO in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 86 funds tracked by Wall St. Rank hold FTXO as of Q1 2018.

  • Legacy Advisors reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2018 after selling out during the quarter.
  • Legacy Advisors sold 505 First Trust Nasdaq Bank ETF shares in Q1 2018, an estimated $14K.
  • Legacy Advisors first reported a position in First Trust Nasdaq Bank ETF in Q4 2017 and held it in 1 quarter.
  • Legacy Advisors's First Trust Nasdaq Bank ETF position peaked at $14K in Q4 2017.
  • 86 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2018.

Based on Legacy Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.