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 Q2	–	Sell	-7,969	Closed	-$288K	–	3104
2026 Q1	$288K	Buy	+7,969	New	+$301K	﹤0.01%	1611
2023 Q2	–	Sell	-59	Closed	-$1.25K	–	2251
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	–	2577
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

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

Advisory Services Network's FTXO Position: Q2 2026 in Review

Advisory Services Network sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2026, closing a stake of 7,969 shares — an estimated $288K sold.

Advisory Services Network first reported a position in FTXO in Q4 2017 and held it in 8 quarters. The position peaked at $3.38M in Q2 2018. 127 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

Advisory Services Network reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 7,969 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $288K.
Advisory Services Network first reported a position in First Trust Nasdaq Bank ETF in Q4 2017 and held it in 8 quarters.
Advisory Services Network's First Trust Nasdaq Bank ETF position peaked at $3.38M in Q2 2018.
127 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.