United Capital Financial Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

United Capital 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
2018 Q4	–	Sell	-15,169	Closed	-$423K	–	1320
2018 Q3	$423K	Buy	15,169 +25	+0.2%	+$734	﹤0.01%	1003
2018 Q2	$431K	Sell	15,144 -1,386	-8%	-$41.4K	﹤0.01%	967
2018 Q1	$488K	Sell	16,530 -33	-0.2%	-$1.02K	﹤0.01%	968
2017 Q4	$486K	Sell	16,563 -1,280	-7%	-$36.2K	﹤0.01%	974
2017 Q3	$493K	Sell	17,843 -3,230	-15%	-$85.1K	﹤0.01%	960
2017 Q2	$557K	Sell	21,073 -1,021	-5%	-$26.2K	0.01%	899
2017 Q1	$574K	Buy	+22,094	New	+$588K	0.01%	881

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

United Capital Financial Advisors's FTXO Position: Q4 2018 in Review

United Capital Financial Advisors sold out of First Trust Nasdaq Bank ETF (FTXO) in Q4 2018, closing a stake of 15,169 shares — an estimated $423K sold.

United Capital Financial Advisors first reported a position in FTXO in Q1 2017 and held it in 7 quarters. The position peaked at $574K in Q1 2017. 67 funds tracked by Wall St. Rank hold FTXO as of Q4 2018.

United Capital Financial Advisors reported no remaining First Trust Nasdaq Bank ETF position as of Q4 2018 after selling out during the quarter.
United Capital Financial Advisors sold 15,169 First Trust Nasdaq Bank ETF shares in Q4 2018, an estimated $423K.
United Capital Financial Advisors first reported a position in First Trust Nasdaq Bank ETF in Q1 2017 and held it in 7 quarters.
United Capital Financial Advisors's First Trust Nasdaq Bank ETF position peaked at $574K in Q1 2017.
67 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.