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Wealthcare Advisory Partners’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

Wealthcare Advisory Partners’s Portfolio FTXR Stock Details FTXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-900
Closed -$30K – 1026
2021
Q1 		$30K Buy
+900
New +$27.6K ﹤0.01% 1060

Other funds holding FTXR

First Trust Advisors
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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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthcare Advisory Partners's FTXR Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of First Trust Nasdaq Transportation ETF (FTXR) in Q2 2021, closing a stake of 900 shares — an estimated $30K sold.

Wealthcare Advisory Partners first reported a position in FTXR in Q1 2021 and held it in 1 quarter. The position peaked at $30K in Q1 2021. 83 funds tracked by Wall St. Rank hold FTXR as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining First Trust Nasdaq Transportation ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 900 First Trust Nasdaq Transportation ETF shares in Q2 2021, an estimated $30K.
  • Wealthcare Advisory Partners first reported a position in First Trust Nasdaq Transportation ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's First Trust Nasdaq Transportation ETF position peaked at $30K in Q1 2021.
  • 83 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.