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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
Q2 		$97.5K Hold
2,358
– – ﹤0.01% 1296
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

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Clearstead Advisors's FTXO Position: Q2 2026 in Review

Clearstead Advisors held its First Trust Nasdaq Bank ETF (FTXO) position steady in Q2 2026 at 2,358 shares worth $97.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Clearstead Advisors first reported a position in FTXO in Q2 2025 and has held it in 5 quarters since. The position peaked at $116K in Q4 2025. 127 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • Clearstead Advisors held 2,358 shares of First Trust Nasdaq Bank ETF worth $97.5K as of Q2 2026.
  • Clearstead Advisors left its First Trust Nasdaq Bank ETF share count unchanged in Q2 2026.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1296 holding.
  • Clearstead Advisors first reported a position in First Trust Nasdaq Bank ETF in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's First Trust Nasdaq Bank ETF position peaked at $116K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.