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Arkadios Wealth Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Arkadios Wealth 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 		– Sell
-157,712
Closed -$5.7M – 1805
2026
Q1 		$5.7M Buy
+157,712
New +$5.96M 0.09% 242
2021
Q4 		– Sell
-2,397
Closed -$78K – 1025
2021
Q3 		$78K Sell
2,397
-498
-17% -$15.5K 0.01% 752
2021
Q2 		$89K Buy
2,895
+8
+0.3% +$256 0.01% 751
2021
Q1 		$90K Buy
+2,887
New +$83.1K 0.01% 555

Other funds holding FTXO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return
NA
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

Arkadios Wealth Advisors's FTXO Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2026, closing a stake of 157,712 shares — an estimated $5.7M sold.

Arkadios Wealth Advisors first reported a position in FTXO in Q1 2021 and held it in 4 quarters. The position peaked at $5.7M in Q1 2026. 127 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • Arkadios Wealth Advisors reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 157,712 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $5.7M.
  • Arkadios Wealth Advisors first reported a position in First Trust Nasdaq Bank ETF in Q1 2021 and held it in 4 quarters.
  • Arkadios Wealth Advisors's First Trust Nasdaq Bank ETF position peaked at $5.7M in Q1 2026.
  • 127 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.