O'Dell Group’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

O'Dell 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 Q1	–	Sell	-649	Closed	-$21K	–	535
2021 Q4	$21K	Buy	+649	New	+$22K	0.01%	232
2018 Q3	–	Sell	-316,894	Closed	-$9.03M	–	40
2018 Q2	$9.03M	Buy	316,894 +12,771	+4%	+$381K	6.15%	9
2018 Q1	$8.98M	Buy	304,123 +6,204	+2%	+$192K	6.5%	7
2017 Q4	$8.75M	Buy	297,919 +457	+0.2%	+$12.9K	6.39%	8
2017 Q3	$8.22M	Buy	297,462 +24,664	+9%	+$649K	6.39%	8
2017 Q2	$7.21M	Buy	272,798 +26,688	+11%	+$685K	6.05%	9
2017 Q1	$6.39M	Buy	+246,110	New	+$6.55M	5.67%	9

Other funds holding FTXO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

O'Dell Group's FTXO Position: Q1 2022 in Review

O'Dell Group sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2022, closing a stake of 649 shares — an estimated $21K sold.

O'Dell Group first reported a position in FTXO in Q1 2017 and held it in 7 quarters. The position peaked at $9.03M in Q2 2018. 95 funds tracked by Wall St. Rank hold FTXO as of Q1 2022.

O'Dell Group reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2022 after selling out during the quarter.
O'Dell Group sold 649 First Trust Nasdaq Bank ETF shares in Q1 2022, an estimated $21K.
O'Dell Group first reported a position in First Trust Nasdaq Bank ETF in Q1 2017 and held it in 7 quarters.
O'Dell Group's First Trust Nasdaq Bank ETF position peaked at $9.03M in Q2 2018.
95 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2022.

Based on O'Dell Group's 13F filing for Q1 2022, filed 5 May 2022.