Wealthcare Advisory Partners’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Wealthcare Advisory 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
2020 Q2	–	Sell	-3,400	Closed	-$53K	–	715
2020 Q1	$53K	Buy	+3,400	New	+$80.1K	0.01%	499
2018 Q2	–	Sell	-760	Closed	-$22K	–	1260
2018 Q1	$22K	Sell	760 -1,074	-59%	-$33.2K	0.01%	560
2017 Q4	$54K	Buy	+1,834	New	+$51.9K	0.01%	359

Other funds holding FTXO

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthcare Advisory Partners's FTXO Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2020, closing a stake of 3,400 shares — an estimated $53K sold.

Wealthcare Advisory Partners first reported a position in FTXO in Q4 2017 and held it in 3 quarters. The position peaked at $54K in Q4 2017. 42 funds tracked by Wall St. Rank hold FTXO as of Q2 2020.

Wealthcare Advisory Partners reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,400 First Trust Nasdaq Bank ETF shares in Q2 2020, an estimated $53K.
Wealthcare Advisory Partners first reported a position in First Trust Nasdaq Bank ETF in Q4 2017 and held it in 3 quarters.
Wealthcare Advisory Partners's First Trust Nasdaq Bank ETF position peaked at $54K in Q4 2017.
42 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.