CIBC Private Wealth Group
FTXO icon

CIBC Private Wealth Group’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

CIBC Private Wealth Group’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
Q4 		$2K Hold
53
– – ﹤0.01% 2800
2025
Q3 		$1.89K Hold
53
– – ﹤0.01% 2737
2025
Q2 		$1.75K Buy
+53
New +$1.6K ﹤0.01% 2673

Other funds holding FTXO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $237M AUM 24.02% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CIBC Private Wealth Group's FTXO Position: Q4 2025 in Review

CIBC Private Wealth Group held its First Trust Nasdaq Bank ETF (FTXO) position steady in Q4 2025 at 53 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2800.

CIBC Private Wealth Group first reported a position in FTXO in Q2 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold FTXO as of Q4 2025.

  • CIBC Private Wealth Group held 53 shares of First Trust Nasdaq Bank ETF worth $2K as of Q4 2025.
  • CIBC Private Wealth Group left its First Trust Nasdaq Bank ETF share count unchanged in Q4 2025.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2800 holding.
  • CIBC Private Wealth Group first reported a position in First Trust Nasdaq Bank ETF in Q2 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.