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Simplicity Solutions’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-8,636
Closed -$242K – 667
2020
Q4 		$242K Buy
+8,636
New +$226K ﹤0.01% 853

Other funds holding FTXR

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

Simplicity Solutions's FTXR Position: Q1 2021 in Review

Simplicity Solutions sold out of First Trust Nasdaq Transportation ETF (FTXR) in Q1 2021, closing a stake of 8,636 shares — an estimated $242K sold.

Simplicity Solutions first reported a position in FTXR in Q4 2020 and held it in 1 quarter. The position peaked at $242K in Q4 2020. 71 funds tracked by Wall St. Rank hold FTXR as of Q1 2021.

  • Simplicity Solutions reported no remaining First Trust Nasdaq Transportation ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 8,636 First Trust Nasdaq Transportation ETF shares in Q1 2021, an estimated $242K.
  • Simplicity Solutions first reported a position in First Trust Nasdaq Transportation ETF in Q4 2020 and held it in 1 quarter.
  • Simplicity Solutions's First Trust Nasdaq Transportation ETF position peaked at $242K in Q4 2020.
  • 71 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.