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 Q2	$657K	Sell	15,902 -76	-0.5%	-$2.96K	0.01%	1369
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

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 22.9% 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

Atria Investments's FTXO Position: Q2 2026 in Review

Atria Investments reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 0.48% in Q2 2026, selling an estimated $2.96K and leaving 15,902 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #1369.

Atria Investments first reported a position in FTXO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q3 2025. 126 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

Atria Investments held 15,902 shares of First Trust Nasdaq Bank ETF worth $657K as of Q2 2026.
Atria Investments sold 76 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $2.96K.
First Trust Nasdaq Bank ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1369 holding.
Atria Investments first reported a position in First Trust Nasdaq Bank ETF in Q4 2024 and has held it in 7 quarters since.
Atria Investments's First Trust Nasdaq Bank ETF position peaked at $1.13M in Q3 2025.
126 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.