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BlueChip Wealth Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

BlueChip Wealth Advisors’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 		– Sell
-5,580
Closed -$211K – 154
2025
Q4 		$211K Buy
+5,580
New +$199K 0.09% 152
2025
Q3 		– Sell
-6,764
Closed -$223K – 166
2025
Q2 		$223K Hold
6,764
– – 0.1% 156
2025
Q1 		$206K Buy
+6,764
New +$219K 0.1% 149

Other funds holding FTXO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return

BlueChip Wealth Advisors's FTXO Position: Q1 2026 in Review

BlueChip Wealth Advisors sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2026, closing a stake of 5,580 shares — an estimated $211K sold.

BlueChip Wealth Advisors first reported a position in FTXO in Q1 2025 and held it in 3 quarters. The position peaked at $223K in Q2 2025. 123 funds tracked by Wall St. Rank hold FTXO as of Q1 2026.

  • BlueChip Wealth Advisors reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2026 after selling out during the quarter.
  • BlueChip Wealth Advisors sold 5,580 First Trust Nasdaq Bank ETF shares in Q1 2026, an estimated $211K.
  • BlueChip Wealth Advisors first reported a position in First Trust Nasdaq Bank ETF in Q1 2025 and held it in 3 quarters.
  • BlueChip Wealth Advisors's First Trust Nasdaq Bank ETF position peaked at $223K in Q2 2025.
  • 123 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.