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

Stratos 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 Q4	–	Sell	-5,686	Closed	-$159K	–	1443
2018 Q3	$159K	Buy	+5,686	New	+$167K	0.01%	934
2018 Q2	–	Sell	-2,426	Closed	-$72K	–	1571
2018 Q1	$72K	Buy	2,426 +1,938	+397%	+$60K	﹤0.01%	1375
2017 Q4	$14K	Buy	+488	New	+$13.8K	﹤0.01%	2024

Other funds holding FTXO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stratos Wealth Partners's FTXO Position: Q4 2018 in Review

Stratos Wealth Partners sold out of First Trust Nasdaq Bank ETF (FTXO) in Q4 2018, closing a stake of 5,686 shares — an estimated $159K sold.

Stratos Wealth Partners first reported a position in FTXO in Q4 2017 and held it in 3 quarters. The position peaked at $159K in Q3 2018. 67 funds tracked by Wall St. Rank hold FTXO as of Q4 2018.

Stratos Wealth Partners reported no remaining First Trust Nasdaq Bank ETF position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 5,686 First Trust Nasdaq Bank ETF shares in Q4 2018, an estimated $159K.
Stratos Wealth Partners first reported a position in First Trust Nasdaq Bank ETF in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's First Trust Nasdaq Bank ETF position peaked at $159K in Q3 2018.
67 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.