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Signature Wealth Management Partners’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

Signature Wealth Management Partners’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
Q2 		– Sell
-7,095
Closed -$229K – 112
2022
Q1 		$229K Hold
7,095
– – 0.2% 100
2021
Q4 		$245K Buy
+7,095
New +$240K 0.21% 95

Other funds holding FTXR

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Wells Fargo
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UBS Group
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Signature Wealth Management Partners's FTXR Position: Q2 2022 in Review

Signature Wealth Management Partners sold out of First Trust Nasdaq Transportation ETF (FTXR) in Q2 2022, closing a stake of 7,095 shares — an estimated $229K sold.

Signature Wealth Management Partners first reported a position in FTXR in Q4 2021 and held it in 2 quarters. The position peaked at $245K in Q4 2021. 55 funds tracked by Wall St. Rank hold FTXR as of Q2 2022.

  • Signature Wealth Management Partners reported no remaining First Trust Nasdaq Transportation ETF position as of Q2 2022 after selling out during the quarter.
  • Signature Wealth Management Partners sold 7,095 First Trust Nasdaq Transportation ETF shares in Q2 2022, an estimated $229K.
  • Signature Wealth Management Partners first reported a position in First Trust Nasdaq Transportation ETF in Q4 2021 and held it in 2 quarters.
  • Signature Wealth Management Partners's First Trust Nasdaq Transportation ETF position peaked at $245K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q2 2022.

Based on Signature Wealth Management Partners's 13F filing for Q2 2022, filed 22 Jul 2022.