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Sunbelt Securities’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Sunbelt Securities’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
2023
Q4 		– Sell
-455
Closed -$9.4K – 1745
2023
Q3 		$9.4K Buy
455
+4
+0.9% +$88 ﹤0.01% 1166
2023
Q2 		$9.57K Buy
451
+8
+2% +$167 ﹤0.01% 1184
2023
Q1 		$9.32K Buy
+443
New +$11.6K ﹤0.01% 1146

Other funds holding FTXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sunbelt Securities's FTXO Position: Q4 2023 in Review

Sunbelt Securities sold out of First Trust Nasdaq Bank ETF (FTXO) in Q4 2023, closing a stake of 455 shares — an estimated $9.4K sold.

Sunbelt Securities first reported a position in FTXO in Q1 2023 and held it in 3 quarters. The position peaked at $9.57K in Q2 2023. 69 funds tracked by Wall St. Rank hold FTXO as of Q4 2023.

  • Sunbelt Securities reported no remaining First Trust Nasdaq Bank ETF position as of Q4 2023 after selling out during the quarter.
  • Sunbelt Securities sold 455 First Trust Nasdaq Bank ETF shares in Q4 2023, an estimated $9.4K.
  • Sunbelt Securities first reported a position in First Trust Nasdaq Bank ETF in Q1 2023 and held it in 3 quarters.
  • Sunbelt Securities's First Trust Nasdaq Bank ETF position peaked at $9.57K in Q2 2023.
  • 69 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.