Aptus Capital Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Aptus Capital Advisors’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	$1.65K	Hold	40	–	–	﹤0.01%	1734
2026 Q1	$1.45K	Hold	40	–	–	﹤0.01%	1631
2025 Q4	$1.51K	Hold	40	–	–	﹤0.01%	1622
2025 Q3	$1.42K	Hold	40	–	–	﹤0.01%	1560
2025 Q2	$1.32K	Hold	40	–	–	﹤0.01%	1493
2025 Q1	$1.22K	Hold	40	–	–	﹤0.01%	1408
2024 Q4	$1.27K	Hold	40	–	–	﹤0.01%	1390
2024 Q3	$1.16K	Hold	40	–	–	﹤0.01%	1209
2024 Q2	$1.06K	Sell	40 -400	-91%	-$10.5K	﹤0.01%	1134
2024 Q1	$11.9K	Hold	440	–	–	﹤0.01%	1015
2023 Q4	$11.1K	Sell	440 -350	-44%	-$7.66K	﹤0.01%	786
2023 Q3	$16.3K	Sell	790 -80	-9%	-$1.76K	﹤0.01%	763
2023 Q2	$18.5K	Hold	870	–	–	﹤0.01%	659
2023 Q1	$18.5K	Buy	870 +750	+625%	+$19.6K	﹤0.01%	640
2022 Q4	$3.14K	Sell	120 -12	-9%	-$327	﹤0.01%	748
2022 Q3	$3K	Hold	132	–	–	﹤0.01%	724
2022 Q2	$3K	Hold	132	–	–	﹤0.01%	629
2022 Q1	$4K	Buy	+132	New	+$4.52K	﹤0.01%	642

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

Aptus Capital Advisors's FTXO Position: Q2 2026 in Review

Aptus Capital Advisors held its First Trust Nasdaq Bank ETF (FTXO) position steady in Q2 2026 at 40 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Aptus Capital Advisors first reported a position in FTXO in Q1 2022 and has held it in 18 quarters since. The position peaked at $18.5K in Q1 2023. 127 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

Aptus Capital Advisors held 40 shares of First Trust Nasdaq Bank ETF worth $1.65K as of Q2 2026.
Aptus Capital Advisors left its First Trust Nasdaq Bank ETF share count unchanged in Q2 2026.
First Trust Nasdaq Bank ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1734 holding.
Aptus Capital Advisors first reported a position in First Trust Nasdaq Bank ETF in Q1 2022 and has held it in 18 quarters since.
Aptus Capital Advisors's First Trust Nasdaq Bank ETF position peaked at $18.5K in Q1 2023.
127 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.