Pinnacle Family 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 | $218K | Buy |
+6,605
| New | +$218K | 0.11% | 120 |
|
|
2024
Q1 | – | Sell |
-8,896
| Closed | -$225K | – | 102 |
|
|
2023
Q4 | $225K | Buy |
+8,896
| New | +$225K | 0.13% | 89 |
|
|
2023
Q3 | – | Sell |
-9,772
| Closed | -$207K | – | 95 |
|
|
2023
Q2 | $207K | Sell |
9,772
-11,168
| -53% | -$237K | 0.11% | 96 |
|
|
2023
Q1 | $445K | Buy |
20,940
+8,210
| +64% | +$175K | 0.27% | 68 |
|
|
2022
Q4 | $334K | Sell |
12,730
-270
| -2% | -$7.07K | 0.24% | 71 |
|
|
2022
Q3 | $337K | Buy |
13,000
+468
| +4% | +$12.1K | 0.29% | 59 |
|
|
2022
Q2 | $326K | Buy |
12,532
+1,095
| +10% | +$28.5K | 0.27% | 66 |
|
|
2022
Q1 | $363K | Buy |
11,437
+4,186
| +58% | +$133K | 0.19% | 83 |
|
|
2021
Q4 | $238K | Buy |
7,251
+1,018
| +16% | +$33.4K | 0.11% | 95 |
|
|
2021
Q3 | $203K | Buy |
+6,233
| New | +$203K | 0.09% | 139 |
|