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Atwood & Palmer’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

Atwood & Palmer’s Portfolio FTXR Stock Details FTXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.4K Hold
975
– – ﹤0.01% 258
2026
Q1 		$37.2K Hold
975
– – ﹤0.01% 263
2025
Q4 		$37.8K Hold
975
– – ﹤0.01% 258
2025
Q3 		$34.2K Hold
975
– – ﹤0.01% 279
2025
Q2 		$30.8K Hold
975
– – ﹤0.01% 278
2025
Q1 		$28.9K Hold
975
– – ﹤0.01% 264
2024
Q4 		$33.5K Hold
975
– – ﹤0.01% 248
2024
Q3 		$31.3K Sell
975
-410
-30% -$12.7K ﹤0.01% 259
2024
Q2 		$42.5K Hold
1,385
– – ﹤0.01% 234
2024
Q1 		$44.6K Hold
1,385
– – ﹤0.01% 218
2023
Q4 		$41.6K Hold
1,385
– – ﹤0.01% 231
2023
Q3 		$38.9K Hold
1,385
– – ﹤0.01% 221
2023
Q2 		$41.2K Sell
1,385
-1,150
-45% -$31.1K ﹤0.01% 226
2023
Q1 		$68.9K Sell
2,535
-31,285
-93% -$864K 0.01% 192
2022
Q4 		$853K Sell
33,820
-33,615
-50% -$872K 0.08% 96
2022
Q3 		$1.58M Buy
67,435
+30
+0% +$819 0.16% 76
2022
Q2 		$1.71M Sell
67,405
-1,395
-2% -$39.2K 0.17% 68
2022
Q1 		$2.22M Buy
68,800
+635
+0.9% +$20.5K 0.19% 63
2021
Q4 		$2.35M Sell
68,165
-920
-1% -$31.1K 0.2% 63
2021
Q3 		$2.13M Buy
69,085
+1,615
+2% +$51.7K 0.19% 63
2021
Q2 		$2.29M Sell
67,470
-4,325
-6% -$146K 0.21% 64
2021
Q1 		$2.36M Buy
+71,795
New +$2.2M 0.23% 63

Other funds holding FTXR

TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Atwood & Palmer's FTXR Position: Q2 2026 in Review

Atwood & Palmer held its First Trust Nasdaq Transportation ETF (FTXR) position steady in Q2 2026 at 975 shares worth $44.4K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Atwood & Palmer first reported a position in FTXR in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.36M in Q1 2021. 6 funds tracked by Wall St. Rank hold FTXR as of Q2 2026.

  • Atwood & Palmer held 975 shares of First Trust Nasdaq Transportation ETF worth $44.4K as of Q2 2026.
  • Atwood & Palmer left its First Trust Nasdaq Transportation ETF share count unchanged in Q2 2026.
  • First Trust Nasdaq Transportation ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #258 holding.
  • Atwood & Palmer first reported a position in First Trust Nasdaq Transportation ETF in Q1 2021 and has held it in 22 quarters since.
  • Atwood & Palmer's First Trust Nasdaq Transportation ETF position peaked at $2.36M in Q1 2021.
  • 6 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.