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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return