Money Concepts Capital’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-500	Closed	-$12.6K	–	1402
2022 Q4	$12.6K	Buy	+500	New	+$13K	﹤0.01%	1906
2022 Q2	–	Sell	-500	Closed	-$16K	–	1878
2022 Q1	$16K	Buy	+500	New	+$16.2K	﹤0.01%	1710

Other funds holding FTXR

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Money Concepts Capital's FTXR Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Nasdaq Transportation ETF (FTXR) in Q1 2023, closing a stake of 500 shares — an estimated $12.6K sold.

Money Concepts Capital first reported a position in FTXR in Q1 2022 and held it in 2 quarters. The position peaked at $16K in Q1 2022. 37 funds tracked by Wall St. Rank hold FTXR as of Q1 2023.

Money Concepts Capital reported no remaining First Trust Nasdaq Transportation ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 500 First Trust Nasdaq Transportation ETF shares in Q1 2023, an estimated $12.6K.
Money Concepts Capital first reported a position in First Trust Nasdaq Transportation ETF in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's First Trust Nasdaq Transportation ETF position peaked at $16K in Q1 2022.
37 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.