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

Coppell Advisory Solutions’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 		– Sell
-12,351
Closed -$471K – 149
2025
Q4 		$471K Sell
12,351
-5,486
-31% -$196K 0.05% 260
2025
Q3 		$640K Sell
17,837
-1,163
-6% -$40.5K 0.07% 222
2025
Q2 		$624K Sell
19,000
-14,936
-44% -$450K 0.07% 208
2025
Q1 		$991K Sell
33,936
-36,961
-52% -$1.2M 0.14% 144
2024
Q4 		$2.27M Buy
70,897
+67,003
+1,721% +$2.15M 0.32% 65
2024
Q3 		$112K Hold
3,894
– – 0.02% 374
2024
Q2 		$103K Buy
+3,894
New +$102K 0.02% 358
2023
Q4 		$1.52M Sell
60,140
-6,426
-10% -$141K 0.3% 77
2023
Q3 		$1.74M Buy
66,566
+7,039
+12% +$155K 0.6% 42
2023
Q2 		$1.26M Buy
59,527
+1,620
+3% +$33.9K 0.36% 68
2023
Q1 		$1.22M Sell
57,907
-8,659
-13% -$227K 0.4% 66
2022
Q4 		$1.74M Buy
+66,566
New +$1.81M 0.59% 43
2020
Q4 		$414K Buy
+17,423
New +$365K 0.21% 113

Other funds holding FTXO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Coppell Advisory Solutions's FTXO Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2026, closing a stake of 12,351 shares — an estimated $471K sold.

Coppell Advisory Solutions first reported a position in FTXO in Q4 2020 and held it in 13 quarters. The position peaked at $2.27M in Q4 2024. 123 funds tracked by Wall St. Rank hold FTXO as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 12,351 First Trust Nasdaq Bank ETF shares in Q1 2026, an estimated $471K.
  • Coppell Advisory Solutions first reported a position in First Trust Nasdaq Bank ETF in Q4 2020 and held it in 13 quarters.
  • Coppell Advisory Solutions's First Trust Nasdaq Bank ETF position peaked at $2.27M in Q4 2024.
  • 123 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.