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Strategic Wealth Partners’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Strategic Wealth Partners’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
2018
Q3 		– Sell
-159
Closed -$5K – 660
2018
Q2 		$5K Hold
159
– – ﹤0.01% 634
2018
Q1 		$5K Buy
+159
New +$4.92K ﹤0.01% 638

Other funds holding FTXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Wealth Partners's FTXO Position: Q3 2018 in Review

Strategic Wealth Partners sold out of First Trust Nasdaq Bank ETF (FTXO) in Q3 2018, closing a stake of 159 shares — an estimated $5K sold.

Strategic Wealth Partners first reported a position in FTXO in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 94 funds tracked by Wall St. Rank hold FTXO as of Q3 2018.

  • Strategic Wealth Partners reported no remaining First Trust Nasdaq Bank ETF position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 159 First Trust Nasdaq Bank ETF shares in Q3 2018, an estimated $5K.
  • Strategic Wealth Partners first reported a position in First Trust Nasdaq Bank ETF in Q1 2018 and held it in 2 quarters.
  • Strategic Wealth Partners's First Trust Nasdaq Bank ETF position peaked at $5K in Q2 2018.
  • 94 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.