OneDigital Investment Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,106
| Closed | -$216K | – | 1472 |
|
|
2025
Q1 | $216K | Buy |
+7,106
| New | +$216K | ﹤0.01% | 1291 |
|
|
2022
Q1 | – | Sell |
-17,361
| Closed | -$570K | – | 770 |
|
|
2021
Q4 | $570K | Buy |
17,361
+108
| +0.6% | +$3.55K | 0.02% | 402 |
|
|
2021
Q3 | $563K | Sell |
17,253
-1,466
| -8% | -$47.8K | 0.02% | 385 |
|
|
2021
Q2 | $581K | Buy |
+18,719
| New | +$581K | 0.02% | 368 |
|
|
2019
Q1 | – | Sell |
-69,367
| Closed | -$1.54M | – | 1149 |
|
|
2018
Q4 | $1.54M | Buy |
+69,367
| New | +$1.54M | 0.26% | 81 |
|