WhitTier Trust Company’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

WhitTier Trust Company’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
2019 Q1	–	Sell	-561	Closed	-$12K	–	1019
2018 Q4	$12K	Buy	+561	New	+$14.4K	﹤0.01%	804

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WhitTier Trust Company's FTXO Position: Q1 2019 in Review

WhitTier Trust Company sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2019, closing a stake of 561 shares — an estimated $12K sold.

WhitTier Trust Company first reported a position in FTXO in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 65 funds tracked by Wall St. Rank hold FTXO as of Q1 2019.

WhitTier Trust Company reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2019 after selling out during the quarter.
WhitTier Trust Company sold 561 First Trust Nasdaq Bank ETF shares in Q1 2019, an estimated $12K.
WhitTier Trust Company first reported a position in First Trust Nasdaq Bank ETF in Q4 2018 and held it in 1 quarter.
WhitTier Trust Company's First Trust Nasdaq Bank ETF position peaked at $12K in Q4 2018.
65 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2019.

Based on WhitTier Trust Company's 13F filing for Q1 2019, filed 29 Apr 2019.