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Sargent Bickham Lagudis’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$2.54K Hold
97
– – ﹤0.01% 881
2022
Q3 		$3K Buy
+97
New +$2.71K ﹤0.01% 844

Other funds holding FTXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sargent Bickham Lagudis's FTXO Position: Q4 2022 in Review

Sargent Bickham Lagudis held its First Trust Nasdaq Bank ETF (FTXO) position steady in Q4 2022 at 97 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Sargent Bickham Lagudis first reported a position in FTXO in Q3 2022 and has held it in 2 quarters since. The position peaked at $3K in Q3 2022. 88 funds tracked by Wall St. Rank hold FTXO as of Q4 2022.

  • Sargent Bickham Lagudis held 97 shares of First Trust Nasdaq Bank ETF worth $2.54K as of Q4 2022.
  • Sargent Bickham Lagudis left its First Trust Nasdaq Bank ETF share count unchanged in Q4 2022.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #881 holding.
  • Sargent Bickham Lagudis first reported a position in First Trust Nasdaq Bank ETF in Q3 2022 and has held it in 2 quarters since.
  • Sargent Bickham Lagudis's First Trust Nasdaq Bank ETF position peaked at $3K in Q3 2022.
  • 88 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.