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Outlook Wealth Advisors’s First Trust Nasdaq Pharmaceuticals ETF FTXH Stock Holding History

Outlook Wealth Advisors’s Portfolio FTXH Stock Details FTXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,597
Closed -$229K – 266
2023
Q4 		$229K Sell
8,597
-960
-10% -$24.2K 0.08% 208
2023
Q3 		$244K Buy
9,557
+317
+3% +$8.38K 0.09% 178
2023
Q2 		$242K Buy
9,240
+1,025
+12% +$27.1K 0.09% 177
2023
Q1 		$214K Buy
+8,215
New +$220K 0.1% 172

Other funds holding FTXH

SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Outlook Wealth Advisors's FTXH Position: Q1 2024 in Review

Outlook Wealth Advisors sold out of First Trust Nasdaq Pharmaceuticals ETF (FTXH) in Q1 2024, closing a stake of 8,597 shares — an estimated $229K sold.

Outlook Wealth Advisors first reported a position in FTXH in Q1 2023 and held it in 4 quarters. The position peaked at $244K in Q3 2023. 19 funds tracked by Wall St. Rank hold FTXH as of Q1 2024.

  • Outlook Wealth Advisors reported no remaining First Trust Nasdaq Pharmaceuticals ETF position as of Q1 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 8,597 First Trust Nasdaq Pharmaceuticals ETF shares in Q1 2024, an estimated $229K.
  • Outlook Wealth Advisors first reported a position in First Trust Nasdaq Pharmaceuticals ETF in Q1 2023 and held it in 4 quarters.
  • Outlook Wealth Advisors's First Trust Nasdaq Pharmaceuticals ETF position peaked at $244K in Q3 2023.
  • 19 funds tracked by Wall St. Rank held First Trust Nasdaq Pharmaceuticals ETF as of Q1 2024.

Based on Outlook Wealth Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.