CA
FTXO icon

Continuum Advisory’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Continuum Advisory’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 		$5.54K Buy
+134
New +$5.22K ﹤0.01% 1444
2025
Q2 		– Sell
-134
Closed -$4.07K – 831
2025
Q1 		$4.07K Hold
134
– – ﹤0.01% 1159
2024
Q4 		$4.26K Hold
134
– – ﹤0.01% 1178
2024
Q3 		$4.53K Hold
134
– – ﹤0.01% 1184
2024
Q2 		$3.56K Hold
134
– – ﹤0.01% 1161
2024
Q1 		$3.64K Buy
+134
New +$3.39K ﹤0.01% 1141

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

Continuum Advisory's FTXO Position: Q2 2026 in Review

Continuum Advisory opened a new position in First Trust Nasdaq Bank ETF (FTXO) in Q2 2026: 134 shares worth $5.54K. The stake represents ﹤0.01% of the portfolio and ranks #1444 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in FTXO as recently as Q1 2025.

Continuum Advisory first reported a position in FTXO in Q1 2024 and has held it in 6 quarters since. 126 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • Continuum Advisory held 134 shares of First Trust Nasdaq Bank ETF worth $5.54K as of Q2 2026.
  • First Trust Nasdaq Bank ETF was a new Continuum Advisory position in Q2 2026.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1444 holding.
  • Continuum Advisory first reported a position in First Trust Nasdaq Bank ETF in Q1 2024 and has held it in 6 quarters since.
  • 126 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.