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

Clearstead 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 		$85.3K Sell
2,358
-719
-23% -$27.2K ﹤0.01% 1179
2025
Q4 		$116K Hold
3,077
– – ﹤0.01% 1088
2025
Q3 		$110K Hold
3,077
– – ﹤0.01% 1024
2025
Q2 		$102K Buy
+3,077
New +$92.6K ﹤0.01% 1056

Other funds holding FTXO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $237M AUM 24.02% 1-Year Est. Return

Clearstead Advisors's FTXO Position: Q1 2026 in Review

Clearstead Advisors reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 23% in Q1 2026, selling an estimated $27.2K and leaving 2,358 shares worth $85.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Clearstead Advisors first reported a position in FTXO in Q2 2025 and has held it in 4 quarters since. The position peaked at $116K in Q4 2025. 122 funds tracked by Wall St. Rank hold FTXO as of Q1 2026.

  • Clearstead Advisors held 2,358 shares of First Trust Nasdaq Bank ETF worth $85.3K as of Q1 2026.
  • Clearstead Advisors sold 719 First Trust Nasdaq Bank ETF shares in Q1 2026, an estimated $27.2K.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1179 holding.
  • Clearstead Advisors first reported a position in First Trust Nasdaq Bank ETF in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's First Trust Nasdaq Bank ETF position peaked at $116K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.