United Capital Financial Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-15,169
| Closed | -$423K | – | 1320 |
|
|
2018
Q3 | $423K | Buy |
15,169
+25
| +0.2% | +$697 | ﹤0.01% | 1003 |
|
|
2018
Q2 | $431K | Sell |
15,144
-1,386
| -8% | -$39.4K | ﹤0.01% | 967 |
|
|
2018
Q1 | $488K | Sell |
16,530
-33
| -0.2% | -$974 | ﹤0.01% | 968 |
|
|
2017
Q4 | $486K | Sell |
16,563
-1,280
| -7% | -$37.6K | ﹤0.01% | 974 |
|
|
2017
Q3 | $493K | Sell |
17,843
-3,230
| -15% | -$89.2K | ﹤0.01% | 960 |
|
|
2017
Q2 | $557K | Sell |
21,073
-1,021
| -5% | -$27K | 0.01% | 899 |
|
|
2017
Q1 | $574K | Buy |
+22,094
| New | +$574K | 0.01% | 881 |
|