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Merit Financial Group’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Merit Financial Group’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
2020
Q1 		– Sell
-54,957
Closed -$1.55M – 234
2019
Q4 		$1.55M Buy
+54,957
New +$1.48M 0.14% 63

Other funds holding FTXO

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WC
Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Merit Financial Group's FTXO Position: Q1 2020 in Review

Merit Financial Group sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2020, closing a stake of 54,957 shares — an estimated $1.55M sold.

Merit Financial Group first reported a position in FTXO in Q4 2019 and held it in 1 quarter. The position peaked at $1.55M in Q4 2019. 52 funds tracked by Wall St. Rank hold FTXO as of Q1 2020.

  • Merit Financial Group reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2020 after selling out during the quarter.
  • Merit Financial Group sold 54,957 First Trust Nasdaq Bank ETF shares in Q1 2020, an estimated $1.55M.
  • Merit Financial Group first reported a position in First Trust Nasdaq Bank ETF in Q4 2019 and held it in 1 quarter.
  • Merit Financial Group's First Trust Nasdaq Bank ETF position peaked at $1.55M in Q4 2019.
  • 52 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2020.

Based on Merit Financial Group's 13F filing for Q1 2020, filed 5 May 2020.