Holistic Financial Partners Makes New $957,000 Investment in First Trust Nasdaq Bank ETF $FTXO

Holistic Financial Partners acquired a new stake in shares of First Trust Nasdaq Bank ETF (NASDAQ:FTXO) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired 25,318 shares of the company’s stock, valued at approximately $957,000.

Several other large investors have also made changes to their positions in the business. Comerica Bank acquired a new stake in shares of First Trust Nasdaq Bank ETF in the first quarter worth $28,000. Rossby Financial LCC raised its holdings in shares of First Trust Nasdaq Bank ETF by 148.6% during the third quarter. Rossby Financial LCC now owns 865 shares of the company’s stock worth $30,000 after purchasing an additional 517 shares during the last quarter. JPMorgan Chase & Co. acquired a new position in First Trust Nasdaq Bank ETF during the third quarter valued at $37,000. Steward Partners Investment Advisory LLC lifted its position in First Trust Nasdaq Bank ETF by 136.0% during the second quarter. Steward Partners Investment Advisory LLC now owns 1,378 shares of the company’s stock valued at $46,000 after purchasing an additional 794 shares during the period. Finally, Global Retirement Partners LLC purchased a new stake in First Trust Nasdaq Bank ETF in the second quarter valued at $212,000.

First Trust Nasdaq Bank ETF Stock Performance

Shares of FTXO opened at $34.98 on Friday. The business’s 50-day moving average is $38.02 and its two-hundred day moving average is $36.68. The company has a market capitalization of $244.86 million, a P/E ratio of 11.56 and a beta of 0.97. First Trust Nasdaq Bank ETF has a fifty-two week low of $25.05 and a fifty-two week high of $41.57.

First Trust Nasdaq Bank ETF Profile

The First Trust Nasdaq Bank ETF (FTXO) is an exchange-traded fund that is based on the NASDAQ US Banks index. The fund tracks an index composed of the most liquid US banking companies. Holdings are selected by their liquidity, and weighted based on volatility, value, and growth factors. FTXO was launched on Sep 20, 2016 and is managed by First Trust.