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

Parisi Gray 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
2018 Q2	–	Sell	-104	Closed	-$3K	–	619
2018 Q1	$3K	Buy	+104	New	+$3.22K	﹤0.01%	540

Other funds holding FTXO

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

RJFSA

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Parisi Gray Wealth Management's FTXO Position: Q2 2018 in Review

Parisi Gray Wealth Management sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2018, closing a stake of 104 shares — an estimated $3K sold.

Parisi Gray Wealth Management first reported a position in FTXO in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 86 funds tracked by Wall St. Rank hold FTXO as of Q2 2018.

Parisi Gray Wealth Management reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2018 after selling out during the quarter.
Parisi Gray Wealth Management sold 104 First Trust Nasdaq Bank ETF shares in Q2 2018, an estimated $3K.
Parisi Gray Wealth Management first reported a position in First Trust Nasdaq Bank ETF in Q1 2018 and held it in 1 quarter.
Parisi Gray Wealth Management's First Trust Nasdaq Bank ETF position peaked at $3K in Q1 2018.
86 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.