PWA
FTXO icon

PCG Wealth Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

PCG Wealth Advisors’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
Q4 		– Sell
-10,220
Closed -$264K – 127
2022
Q3 		$264K Buy
+10,220
New +$286K 0.09% 111

Other funds holding FTXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCG Wealth Advisors's FTXO Position: Q4 2022 in Review

PCG Wealth Advisors sold out of First Trust Nasdaq Bank ETF (FTXO) in Q4 2022, closing a stake of 10,220 shares — an estimated $264K sold.

PCG Wealth Advisors first reported a position in FTXO in Q3 2022 and held it in 1 quarter. The position peaked at $264K in Q3 2022. 88 funds tracked by Wall St. Rank hold FTXO as of Q4 2022.

  • PCG Wealth Advisors reported no remaining First Trust Nasdaq Bank ETF position as of Q4 2022 after selling out during the quarter.
  • PCG Wealth Advisors sold 10,220 First Trust Nasdaq Bank ETF shares in Q4 2022, an estimated $264K.
  • PCG Wealth Advisors first reported a position in First Trust Nasdaq Bank ETF in Q3 2022 and held it in 1 quarter.
  • PCG Wealth Advisors's First Trust Nasdaq Bank ETF position peaked at $264K in Q3 2022.
  • 88 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q4 2022.

Based on PCG Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.