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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
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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $495M AUM 8.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Continuum Advisory's FTXO Position: Q2 2025 in Review

Continuum Advisory sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2025, closing a stake of 134 shares — an estimated $4.07K sold.

Continuum Advisory first reported a position in FTXO in Q1 2024 and held it in 5 quarters. The position peaked at $4.53K in Q3 2024. 98 funds tracked by Wall St. Rank hold FTXO as of Q2 2025.

  • Continuum Advisory reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 134 First Trust Nasdaq Bank ETF shares in Q2 2025, an estimated $4.07K.
  • Continuum Advisory first reported a position in First Trust Nasdaq Bank ETF in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's First Trust Nasdaq Bank ETF position peaked at $4.53K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.