Sowell Financial Services’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Sowell 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
2021 Q2	–	Sell	-148	Closed	-$5K	–	1332
2021 Q1	$5K	Buy	+148	New	+$4.26K	﹤0.01%	2596
2020 Q4	–	Sell	-44	Closed	-$1K	–	2746
2020 Q3	$1K	Buy	44 +1	+2%	+$18	﹤0.01%	2365
2020 Q2	$1K	Sell	43 -8	-16%	-$139	﹤0.01%	2297
2020 Q1	$1K	Buy	51 +9	+21%	+$212	﹤0.01%	2239
2019 Q4	$1K	Hold	42	–	–	﹤0.01%	2339
2019 Q3	$1K	Buy	+42	New	+$1.05K	﹤0.01%	2235

Other funds holding FTXO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B 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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return