SCFS
FTXO icon

S.C. Financial Services’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

S.C. Financial Services’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
Q2 		– Sell
-7,497
Closed -$238K – 131
2022
Q1 		$238K Buy
7,497
+43
+0.6% +$1.47K 0.31% 97
2021
Q4 		$275K Buy
+7,454
New +$252K 0.32% 97

Other funds holding FTXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

S.C. Financial Services's FTXO Position: Q2 2022 in Review

S.C. Financial Services sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2022, closing a stake of 7,497 shares — an estimated $238K sold.

S.C. Financial Services first reported a position in FTXO in Q4 2021 and held it in 2 quarters. The position peaked at $275K in Q4 2021. 91 funds tracked by Wall St. Rank hold FTXO as of Q2 2022.

  • S.C. Financial Services reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2022 after selling out during the quarter.
  • S.C. Financial Services sold 7,497 First Trust Nasdaq Bank ETF shares in Q2 2022, an estimated $238K.
  • S.C. Financial Services first reported a position in First Trust Nasdaq Bank ETF in Q4 2021 and held it in 2 quarters.
  • S.C. Financial Services's First Trust Nasdaq Bank ETF position peaked at $275K in Q4 2021.
  • 91 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2022.

Based on S.C. Financial Services's 13F filing for Q2 2022, filed 11 Jul 2022.