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Arlington Trust’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Arlington Trust’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
2025
Q2 		– Sell
-2,000
Closed -$60.8K – 715
2025
Q1 		$60.8K Buy
+2,000
New +$64.8K 0.01% 335

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arlington Trust's FTXO Position: Q2 2025 in Review

Arlington Trust sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2025, closing a stake of 2,000 shares — an estimated $60.8K sold.

Arlington Trust first reported a position in FTXO in Q1 2025 and held it in 1 quarter. The position peaked at $60.8K in Q1 2025. 98 funds tracked by Wall St. Rank hold FTXO as of Q2 2025.

  • Arlington Trust reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2025 after selling out during the quarter.
  • Arlington Trust sold 2,000 First Trust Nasdaq Bank ETF shares in Q2 2025, an estimated $60.8K.
  • Arlington Trust first reported a position in First Trust Nasdaq Bank ETF in Q1 2025 and held it in 1 quarter.
  • Arlington Trust's First Trust Nasdaq Bank ETF position peaked at $60.8K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2025.

Based on Arlington Trust's 13F filing for Q2 2025, filed 8 Jul 2025.