Regal Investment Advisors’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

Regal Investment Advisors’s Portfolio FTXR Stock Details FTXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-21,491	Closed	-$544K	–	505
2022 Q2	$544K	Sell	21,491 -3,869	-15%	-$109K	0.06%	269
2022 Q1	$819K	Sell	25,360 -514	-2%	-$16.6K	0.08%	243
2021 Q4	$894K	Buy	25,874 +2,549	+11%	+$86.3K	0.08%	259
2021 Q3	$719K	Buy	23,325 +3,369	+17%	+$108K	0.07%	287
2021 Q2	$678K	Buy	+19,956	New	+$674K	0.07%	285
2021 Q1	–	Sell	-14,015	Closed	-$393K	–	172
2020 Q4	$393K	Buy	+14,015	New	+$366K	0.04%	317

Other funds holding FTXR

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

RJFSA

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

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Regal Investment Advisors sold out of First Trust Nasdaq Transportation ETF (FTXR) in Q3 2022, closing a stake of 21,491 shares — an estimated $544K sold.

Regal Investment Advisors first reported a position in FTXR in Q4 2020 and held it in 6 quarters. The position peaked at $894K in Q4 2021. 43 funds tracked by Wall St. Rank hold FTXR as of Q3 2022.

Regal Investment Advisors reported no remaining First Trust Nasdaq Transportation ETF position as of Q3 2022 after selling out during the quarter.
Regal Investment Advisors sold 21,491 First Trust Nasdaq Transportation ETF shares in Q3 2022, an estimated $544K.
Regal Investment Advisors first reported a position in First Trust Nasdaq Transportation ETF in Q4 2020 and held it in 6 quarters.
Regal Investment Advisors's First Trust Nasdaq Transportation ETF position peaked at $894K in Q4 2021.
43 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q3 2022.

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