Pursue Wealth Partners’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 | $243K | Hold |
7,361
| – | – | 0.14% | 101 |
|
2025
Q1 | $224K | Hold |
7,361
| – | – | 0.14% | 109 |
|
2024
Q4 | $234K | Buy |
+7,361
| New | +$234K | 0.13% | 102 |
|
2023
Q1 | – | Sell |
-10,000
| Closed | -$262K | – | 99 |
|
2022
Q4 | $262K | Sell |
10,000
-12,000
| -55% | -$314K | 0.2% | 85 |
|
2022
Q3 | $570K | Hold |
22,000
| – | – | 0.41% | 56 |
|
2022
Q2 | $573K | Hold |
22,000
| – | – | 0.36% | 59 |
|
2022
Q1 | $665K | Hold |
22,000
| – | – | 0.27% | 73 |
|
2021
Q4 | $722K | Buy |
+22,000
| New | +$722K | 0.28% | 75 |
|