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Advisory Services Network’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Advisory Services Network’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
Q1 		$288K Buy
+7,969
New +$301K ﹤0.01% 1611
2023
Q2 		– Sell
-59
Closed -$1.25K – 2255
2023
Q1 		$1.25K Buy
+59
New +$1.55K ﹤0.01% 3563
2019
Q4 		– Sell
-200
Closed -$5K – 3140
2019
Q3 		$5K Hold
200
– – ﹤0.01% 2402
2019
Q2 		$5K Buy
+200
New +$5.06K ﹤0.01% 2400
2018
Q4 		– Sell
-6,799
Closed -$190K – 2579
2018
Q3 		$190K Sell
6,799
-108,236
-94% -$3.18M 0.01% 771
2018
Q2 		$3.38M Buy
115,035
+17,089
+17% +$510K 0.26% 91
2018
Q1 		$2.89M Buy
97,946
+14,299
+17% +$443K 0.23% 95
2017
Q4 		$2.46M Buy
+83,647
New +$2.37M 0.21% 113

Other funds holding FTXO

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $237M AUM 24.02% 1-Year Est. Return