NFSG
FTXO icon

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

Newbridge Financial Services 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
2022
Q4 		– Sell
-279
Closed -$7K – 1470
2022
Q3 		$7K Buy
+279
New +$7.81K ﹤0.01% 970

Other funds holding FTXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Newbridge Financial Services Group's FTXO Position: Q4 2022 in Review

Newbridge Financial Services Group sold out of First Trust Nasdaq Bank ETF (FTXO) in Q4 2022, closing a stake of 279 shares — an estimated $7K sold.

Newbridge Financial Services Group first reported a position in FTXO in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 88 funds tracked by Wall St. Rank hold FTXO as of Q4 2022.

  • Newbridge Financial Services Group reported no remaining First Trust Nasdaq Bank ETF position as of Q4 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 279 First Trust Nasdaq Bank ETF shares in Q4 2022, an estimated $7K.
  • Newbridge Financial Services Group first reported a position in First Trust Nasdaq Bank ETF in Q3 2022 and held it in 1 quarter.
  • Newbridge Financial Services Group's First Trust Nasdaq Bank ETF position peaked at $7K in Q3 2022.
  • 88 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q4 2022.

Based on Newbridge Financial Services Group's 13F filing for Q4 2022, filed 17 Jan 2023.