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Measured Wealth Private Client Group’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

Measured Wealth Private Client 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
2018
Q4 		– Sell
-400
Closed -$10K – 322
2018
Q3 		$10K Buy
+400
New +$10.2K 0.01% 617

Other funds holding FTXR

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Measured Wealth Private Client Group's FTXR Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of First Trust Nasdaq Transportation ETF (FTXR) in Q4 2018, closing a stake of 400 shares — an estimated $10K sold.

Measured Wealth Private Client Group first reported a position in FTXR in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 8 funds tracked by Wall St. Rank hold FTXR as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining First Trust Nasdaq Transportation ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 400 First Trust Nasdaq Transportation ETF shares in Q4 2018, an estimated $10K.
  • Measured Wealth Private Client Group first reported a position in First Trust Nasdaq Transportation ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's First Trust Nasdaq Transportation ETF position peaked at $10K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.