Winslow Evans & Crocker’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Winslow Evans & Crocker’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 Q3	–	Sell	-380	Closed	-$12K	–	1119
2018 Q2	$12K	Hold	380	–	–	﹤0.01%	766
2018 Q1	$11.2K	Hold	380	–	–	﹤0.01%	761
2017 Q4	$11.2K	Hold	380	–	–	﹤0.01%	788
2017 Q3	$10.5K	Buy	+380	New	+$10K	﹤0.01%	815

Other funds holding FTXO

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

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

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

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

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

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

RJFSA

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Winslow Evans & Crocker's FTXO Position: Q3 2018 in Review

Winslow Evans & Crocker sold out of First Trust Nasdaq Bank ETF (FTXO) in Q3 2018, closing a stake of 380 shares — an estimated $12K sold.

Winslow Evans & Crocker first reported a position in FTXO in Q3 2017 and held it in 4 quarters. The position peaked at $12K in Q2 2018. 94 funds tracked by Wall St. Rank hold FTXO as of Q3 2018.

Winslow Evans & Crocker reported no remaining First Trust Nasdaq Bank ETF position as of Q3 2018 after selling out during the quarter.
Winslow Evans & Crocker sold 380 First Trust Nasdaq Bank ETF shares in Q3 2018, an estimated $12K.
Winslow Evans & Crocker first reported a position in First Trust Nasdaq Bank ETF in Q3 2017 and held it in 4 quarters.
Winslow Evans & Crocker's First Trust Nasdaq Bank ETF position peaked at $12K in Q2 2018.
94 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q3 2018.

Based on Winslow Evans & Crocker's 13F filing for Q3 2018, filed 15 Oct 2018.