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Signature Estate & Investment Advisors’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

Signature Estate & 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
2025
Q1 		– Sell
-5,911
Closed -$203K – 559
2024
Q4 		$203K Buy
+5,911
New +$203K 0.01% 511
2024
Q3 		– Sell
-7,253
Closed -$223K – 528
2024
Q2 		$223K Buy
+7,253
New +$223K 0.01% 465

Other funds holding FTXR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Signature Estate & Investment Advisors's FTXR Position: Q1 2025 in Review

Signature Estate & Investment Advisors sold out of First Trust Nasdaq Transportation ETF (FTXR) in Q1 2025, closing a stake of 5,911 shares — an estimated $203K sold.

Signature Estate & Investment Advisors first reported a position in FTXR in Q2 2024 and held it in 2 quarters. The position peaked at $223K in Q2 2024. 28 funds tracked by Wall St. Rank hold FTXR as of Q1 2025.

  • Signature Estate & Investment Advisors reported no remaining First Trust Nasdaq Transportation ETF position as of Q1 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 5,911 First Trust Nasdaq Transportation ETF shares in Q1 2025, an estimated $203K.
  • Signature Estate & Investment Advisors first reported a position in First Trust Nasdaq Transportation ETF in Q2 2024 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's First Trust Nasdaq Transportation ETF position peaked at $223K in Q2 2024.
  • 28 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q1 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.