Regal Investment Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Regal Investment 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 Q3	–	Sell	-8,286	Closed	-$216K	–	504
2022 Q2	$216K	Hold	8,286	–	–	0.02%	443
2022 Q1	$263K	Buy	8,286 +528	+7%	+$18.1K	0.02%	442
2021 Q4	$255K	Buy	+7,758	New	+$263K	0.02%	469
2020 Q1	–	Sell	-11,356	Closed	-$320K	–	119
2019 Q4	$320K	Sell	11,356 -647	-5%	-$17.4K	0.06%	254
2019 Q3	$307K	Sell	12,003 -872	-7%	-$21.9K	0.06%	250
2019 Q2	$326K	Sell	12,875 -999	-7%	-$25.3K	0.06%	238
2019 Q1	$338K	Sell	13,874 -1,532	-10%	-$38.8K	0.07%	229
2018 Q4	$343K	Buy	15,406 +161	+1%	+$4.13K	0.08%	224
2018 Q3	$425K	Buy	15,245 +3,725	+32%	+$109K	0.09%	207
2018 Q2	$328K	Sell	11,520 -3,623	-24%	-$108K	0.1%	200
2018 Q1	$447K	Buy	15,143 +5,547	+58%	+$172K	0.1%	187
2017 Q4	$282K	Buy	+9,596	New	+$272K	0.06%	231

Other funds holding FTXO

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Regal Investment Advisors's FTXO Position: Q3 2022 in Review

Regal Investment Advisors sold out of First Trust Nasdaq Bank ETF (FTXO) in Q3 2022, closing a stake of 8,286 shares — an estimated $216K sold.

Regal Investment Advisors first reported a position in FTXO in Q4 2017 and held it in 12 quarters. The position peaked at $447K in Q1 2018. 89 funds tracked by Wall St. Rank hold FTXO as of Q3 2022.

Regal Investment Advisors reported no remaining First Trust Nasdaq Bank ETF position as of Q3 2022 after selling out during the quarter.
Regal Investment Advisors sold 8,286 First Trust Nasdaq Bank ETF shares in Q3 2022, an estimated $216K.
Regal Investment Advisors first reported a position in First Trust Nasdaq Bank ETF in Q4 2017 and held it in 12 quarters.
Regal Investment Advisors's First Trust Nasdaq Bank ETF position peaked at $447K in Q1 2018.
89 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q3 2022.

Based on Regal Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.