Cambridge Investment Research Advisors
FTXO icon

Cambridge Investment Research Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Cambridge Investment Research 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
Q2 		$4.68M Buy
113,183
+11,837
+12% +$461K 0.01% 1014
2026
Q1 		$3.67M Buy
101,346
+2,627
+3% +$99.3K 0.01% 1152
2025
Q4 		$3.73M Sell
98,719
-91,520
-48% -$3.26M 0.01% 1087
2025
Q3 		$6.77M Buy
190,239
+78,023
+70% +$2.72M 0.02% 745
2025
Q2 		$3.71M Buy
112,216
+25,559
+29% +$769K 0.01% 1029
2025
Q1 		$2.63M Buy
86,657
+10,295
+13% +$334K 0.01% 1179
2024
Q4 		$2.43M Buy
76,362
+41,370
+118% +$1.33M 0.01% 1221
2024
Q3 		$1.02M Buy
34,992
+5,097
+17% +$145K ﹤0.01% 1841
2024
Q2 		$793K Sell
29,895
-3,784
-11% -$99.5K ﹤0.01% 1934
2024
Q1 		$914K Sell
33,679
-2,027
-6% -$51.3K ﹤0.01% 1797
2023
Q4 		$902K Sell
35,706
-30,732
-46% -$673K ﹤0.01% 1721
2023
Q3 		$1.37M Sell
66,438
-131,677
-66% -$2.9M 0.01% 1368
2023
Q2 		$4.21M Sell
198,115
-4,974
-2% -$104K 0.02% 747
2023
Q1 		$4.32M Buy
203,089
+27,324
+16% +$716K 0.02% 707
2022
Q4 		$4.61M Buy
175,765
+4,295
+3% +$117K 0.02% 642
2022
Q3 		$4.44M Buy
171,470
+5,531
+3% +$155K 0.03% 627
2022
Q2 		$4.32M Buy
165,939
+3,167
+2% +$90.9K 0.02% 653
2022
Q1 		$5.17M Sell
162,772
-44,755
-22% -$1.53M 0.02% 614
2021
Q4 		$6.82M Buy
207,527
+83,116
+67% +$2.81M 0.03% 522
2021
Q3 		$4.06M Buy
124,411
+1,382
+1% +$43K 0.02% 703
2021
Q2 		$3.82M Buy
123,029
+6,702
+6% +$214K 0.02% 755
2021
Q1 		$3.63M Buy
116,327
+3,442
+3% +$99.1K 0.02% 703
2020
Q4 		$2.68M Buy
112,885
+102,691
+1,007% +$2.15M 0.02% 779
2020
Q3 		$172K Buy
10,194
+2
+0% +$35 ﹤0.01% 2286
2020
Q2 		$181K Buy
+10,192
New +$178K ﹤0.01% 2191
2020
Q1 		– Sell
-49,173
Closed -$1.39M – 2344
2019
Q4 		$1.39M Buy
49,173
+1,335
+3% +$35.9K 0.01% 979
2019
Q3 		$1.22M Sell
47,838
-2,813
-6% -$70.5K 0.01% 970
2019
Q2 		$1.28M Buy
50,651
+7,322
+17% +$185K 0.01% 913
2019
Q1 		$1.06M Buy
43,329
+23,013
+113% +$582K 0.01% 1006
2018
Q4 		$452K Buy
20,316
+2,316
+13% +$59.4K 0.01% 1383
2018
Q3 		$502K Sell
18,000
-10,502
-37% -$308K ﹤0.01% 1444
2018
Q2 		$812K Buy
28,502
+5,407
+23% +$161K 0.01% 1099
2018
Q1 		$682K Buy
23,095
+7,884
+52% +$244K 0.01% 1156
2017
Q4 		$447K Buy
15,211
+5,562
+58% +$157K 0.01% 1379
2017
Q3 		$266K Buy
+9,649
New +$254K ﹤0.01% 1631

Other funds holding FTXO

WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

Cambridge Investment Research Advisors's FTXO Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Nasdaq Bank ETF (FTXO) stake by 12% in Q2 2026, buying an estimated $461K and bringing the position to 113,183 shares worth $4.68M. The position accounts for 0.01% of the portfolio, ranked #1014.

Cambridge Investment Research Advisors first reported a position in FTXO in Q3 2017 and has held it in 35 quarters since. The position peaked at $6.82M in Q4 2021. 32 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • Cambridge Investment Research Advisors held 113,183 shares of First Trust Nasdaq Bank ETF worth $4.68M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 11,837 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $461K.
  • First Trust Nasdaq Bank ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1014 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Nasdaq Bank ETF in Q3 2017 and has held it in 35 quarters since.
  • Cambridge Investment Research Advisors's First Trust Nasdaq Bank ETF position peaked at $6.82M in Q4 2021.
  • 32 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.