REAP Financial Group’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

REAP Financial Group’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
2024 Q1	–	Sell	-960	Closed	-$24.2K	–	625
2023 Q4	$24.2K	Buy	+960	New	+$21K	0.01%	315

Other funds holding FTXO

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJFSA

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

REAP Financial Group's FTXO Position: Q1 2024 in Review

REAP Financial Group sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2024, closing a stake of 960 shares — an estimated $24.2K sold.

REAP Financial Group first reported a position in FTXO in Q4 2023 and held it in 1 quarter. The position peaked at $24.2K in Q4 2023. 60 funds tracked by Wall St. Rank hold FTXO as of Q1 2024.

REAP Financial Group reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2024 after selling out during the quarter.
REAP Financial Group sold 960 First Trust Nasdaq Bank ETF shares in Q1 2024, an estimated $24.2K.
REAP Financial Group first reported a position in First Trust Nasdaq Bank ETF in Q4 2023 and held it in 1 quarter.
REAP Financial Group's First Trust Nasdaq Bank ETF position peaked at $24.2K in Q4 2023.
60 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2024.

Based on REAP Financial Group's 13F filing for Q1 2024, filed 27 Feb 2025.