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

Atria Wealth Solutions’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	$407K	Sell	12,332 -3,680	-23%	-$111K	0.01%	1011
2025 Q1	$487K	Sell	16,012 -1,314	-8%	-$42.6K	0.01%	1212
2024 Q4	$551K	Buy	+17,326	New	+$556K	0.01%	1223
2023 Q4	–	Sell	-10,299	Closed	-$213K	–	1967
2023 Q3	$213K	Buy	10,299 +501	+5%	+$11K	﹤0.01%	1664
2023 Q2	$208K	Buy	+9,798	New	+$205K	﹤0.01%	1671
2023 Q1	–	Sell	-16,116	Closed	-$422K	–	1893
2022 Q4	$422K	Buy	16,116 +6,733	+72%	+$183K	0.01%	1172
2022 Q3	$243K	Buy	9,383 +919	+11%	+$25.7K	﹤0.01%	1438
2022 Q2	$220K	Sell	8,464 -7,605	-47%	-$218K	﹤0.01%	1400
2022 Q1	$511K	Buy	+16,069	New	+$550K	0.01%	1057

Other funds holding FTXO

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

Envestnet Asset Management

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

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

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

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

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

Royal Bank of Canada

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

Raymond James Financial

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

Bank of America

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