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True Link Financial Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

True Link Financial Advisors’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
2022
Q1 		– Sell
-414
Closed -$14K – 177
2021
Q4 		$14K Buy
+414
New +$14K ﹤0.01% 607

Other funds holding FTXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

True Link Financial Advisors's FTXO Position: Q1 2022 in Review

True Link Financial Advisors sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2022, closing a stake of 414 shares — an estimated $14K sold.

True Link Financial Advisors first reported a position in FTXO in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 95 funds tracked by Wall St. Rank hold FTXO as of Q1 2022.

  • True Link Financial Advisors reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 414 First Trust Nasdaq Bank ETF shares in Q1 2022, an estimated $14K.
  • True Link Financial Advisors first reported a position in First Trust Nasdaq Bank ETF in Q4 2021 and held it in 1 quarter.
  • True Link Financial Advisors's First Trust Nasdaq Bank ETF position peaked at $14K in Q4 2021.
  • 95 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.