Northwest Wealth Management’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Northwest Wealth 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
2019 Q2	–	Sell	-340	Closed	-$8K	–	248
2019 Q1	$8K	Hold	340	–	–	0.01%	364
2018 Q4	$8K	Hold	340	–	–	0.01%	344
2018 Q3	$9K	Buy	+340	New	+$9.98K	0.01%	365

Other funds holding FTXO

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Northwest Wealth Management's FTXO Position: Q2 2019 in Review

Northwest Wealth Management sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2019, closing a stake of 340 shares — an estimated $8K sold.

Northwest Wealth Management first reported a position in FTXO in Q3 2018 and held it in 3 quarters. The position peaked at $9K in Q3 2018. 58 funds tracked by Wall St. Rank hold FTXO as of Q2 2019.

Northwest Wealth Management reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 340 First Trust Nasdaq Bank ETF shares in Q2 2019, an estimated $8K.
Northwest Wealth Management first reported a position in First Trust Nasdaq Bank ETF in Q3 2018 and held it in 3 quarters.
Northwest Wealth Management's First Trust Nasdaq Bank ETF position peaked at $9K in Q3 2018.
58 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.