MTM Investment Management’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

MTM Investment Management’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
2023 Q4	–	Sell	-4,291	Closed	-$88.7K	–	262
2023 Q3	$88.7K	Hold	4,291	–	–	0.04%	190
2023 Q2	$91.1K	Hold	4,291	–	–	0.04%	201
2023 Q1	$91.2K	Sell	4,291 -390	-8%	-$10.2K	0.05%	200
2022 Q4	$123K	Hold	4,681	–	–	0.06%	189
2022 Q3	$121K	Hold	4,681	–	–	0.07%	184
2022 Q2	$124K	Hold	4,681	–	–	0.07%	188
2022 Q1	$149K	Hold	4,681	–	–	0.07%	196
2021 Q4	$154K	Hold	4,681	–	–	0.07%	198
2021 Q3	$153K	Hold	4,681	–	–	0.08%	175
2021 Q2	$145K	Hold	4,681	–	–	0.08%	177
2021 Q1	$146K	Hold	4,681	–	–	0.08%	165
2020 Q4	$111K	Buy	+4,681	New	+$98K	0.07%	165

Other funds holding FTXO

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

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

MTM Investment Management's FTXO Position: Q4 2023 in Review

MTM Investment Management sold out of First Trust Nasdaq Bank ETF (FTXO) in Q4 2023, closing a stake of 4,291 shares — an estimated $88.7K sold.

MTM Investment Management first reported a position in FTXO in Q4 2020 and held it in 12 quarters. The position peaked at $154K in Q4 2021. 69 funds tracked by Wall St. Rank hold FTXO as of Q4 2023.

MTM Investment Management reported no remaining First Trust Nasdaq Bank ETF position as of Q4 2023 after selling out during the quarter.
MTM Investment Management sold 4,291 First Trust Nasdaq Bank ETF shares in Q4 2023, an estimated $88.7K.
MTM Investment Management first reported a position in First Trust Nasdaq Bank ETF in Q4 2020 and held it in 12 quarters.
MTM Investment Management's First Trust Nasdaq Bank ETF position peaked at $154K in Q4 2021.
69 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q4 2023.

Based on MTM Investment Management's 13F filing for Q4 2023, filed 16 Jan 2024.