Advisornet Financial’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Advisornet Financial’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	$1.78K	Hold	43	–	–	﹤0.01%	1938
2026 Q1	$1.55K	Sell	43 -115	-73%	-$4.35K	﹤0.01%	1947
2025 Q4	$5.97K	Hold	158	–	–	﹤0.01%	1690
2025 Q3	$5.63K	Hold	158	–	–	﹤0.01%	1670
2025 Q2	$5.22K	Buy	158 +43	+37%	+$1.29K	﹤0.01%	1657
2025 Q1	$3.5K	Hold	115	–	–	﹤0.01%	1685
2024 Q4	$3.66K	Buy	+115	New	+$3.69K	﹤0.01%	1522
2018 Q4	–	Sell	-1,315	Closed	-$37K	–	1497
2018 Q3	$37K	Hold	1,315	–	–	﹤0.01%	807
2018 Q2	$37K	Hold	1,315	–	–	0.01%	790
2018 Q1	$39K	Hold	1,315	–	–	0.01%	755
2017 Q4	$39K	Buy	+1,315	New	+$37.2K	0.01%	704

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 22.9% 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

Advisornet Financial's FTXO Position: Q2 2026 in Review

Advisornet Financial held its First Trust Nasdaq Bank ETF (FTXO) position steady in Q2 2026 at 43 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Advisornet Financial first reported a position in FTXO in Q4 2017 and has held it in 11 quarters since. The position peaked at $39K in Q1 2018. 126 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

Advisornet Financial held 43 shares of First Trust Nasdaq Bank ETF worth $1.78K as of Q2 2026.
Advisornet Financial left its First Trust Nasdaq Bank ETF share count unchanged in Q2 2026.
First Trust Nasdaq Bank ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1938 holding.
Advisornet Financial first reported a position in First Trust Nasdaq Bank ETF in Q4 2017 and has held it in 11 quarters since.
Advisornet Financial's First Trust Nasdaq Bank ETF position peaked at $39K in Q1 2018.
126 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.