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	–	1331
2021 Q1	$5K	Buy	+148	New	+$4.26K	﹤0.01%	2596
2020 Q4	–	Sell	-44	Closed	-$1K	–	2742
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sowell Financial Services's FTXO Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2021, closing a stake of 148 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in FTXO in Q3 2019 and held it in 6 quarters. The position peaked at $5K in Q1 2021. 80 funds tracked by Wall St. Rank hold FTXO as of Q2 2021.

Sowell Financial Services reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 148 First Trust Nasdaq Bank ETF shares in Q2 2021, an estimated $5K.
Sowell Financial Services first reported a position in First Trust Nasdaq Bank ETF in Q3 2019 and held it in 6 quarters.
Sowell Financial Services's First Trust Nasdaq Bank ETF position peaked at $5K in Q1 2021.
80 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.