Action Point Financial Planning’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Action Point Financial Planning’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
2026 Q2	$1.2K	Buy	+29	New	+$1.13K	﹤0.01%	2426

Other funds holding FTXO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Action Point Financial Planning's FTXO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Nasdaq Bank ETF (FTXO) in Q2 2026: 29 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #2426 among its holdings.

126 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

Action Point Financial Planning held 29 shares of First Trust Nasdaq Bank ETF worth $1.2K as of Q2 2026.
First Trust Nasdaq Bank ETF was a new Action Point Financial Planning position in Q2 2026.
First Trust Nasdaq Bank ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2426 holding.
126 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.