Atria Investments’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Atria Investments’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	$578K	Sell	15,978 -2,106	-12%	-$79.6K	0.01%	1370
2025 Q4	$683K	Sell	18,084 -13,756	-43%	-$490K	0.01%	1273
2025 Q3	$1.13M	Buy	31,840 +706	+2%	+$24.6K	0.01%	992
2025 Q2	$1.03M	Buy	31,134 +2,744	+10%	+$82.6K	0.01%	1023
2025 Q1	$863K	Buy	28,390 +1,255	+5%	+$40.7K	0.01%	1067
2024 Q4	$863K	Buy	+27,135	New	+$871K	0.01%	1057

Other funds holding FTXO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TradeWell Securities Fort Wayne, Indiana $237M AUM 24.02% 1-Year Est. Return

Atria Investments's FTXO Position: Q1 2026 in Review

Atria Investments reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 12% in Q1 2026, selling an estimated $79.6K and leaving 15,978 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #1370.

Atria Investments first reported a position in FTXO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q3 2025. 122 funds tracked by Wall St. Rank hold FTXO as of Q1 2026.

Atria Investments held 15,978 shares of First Trust Nasdaq Bank ETF worth $578K as of Q1 2026.
Atria Investments sold 2,106 First Trust Nasdaq Bank ETF shares in Q1 2026, an estimated $79.6K.
First Trust Nasdaq Bank ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1370 holding.
Atria Investments first reported a position in First Trust Nasdaq Bank ETF in Q4 2024 and has held it in 6 quarters since.
Atria Investments's First Trust Nasdaq Bank ETF position peaked at $1.13M in Q3 2025.
122 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.