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Creative Financial Designs’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Creative Financial Designs’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 		$55.1K Sell
1,333
-175
-12% -$6.82K ﹤0.01% 979
2026
Q1 		$54.6K Sell
1,508
-58
-4% -$2.19K ﹤0.01% 874
2025
Q4 		$59.2K Buy
1,566
+8
+0.5% +$285 ﹤0.01% 808
2025
Q3 		$55.5K Sell
1,558
-2,055
-57% -$71.5K ﹤0.01% 815
2025
Q2 		$119K Buy
3,613
+209
+6% +$6.29K 0.01% 624
2025
Q1 		$103K Buy
3,404
+332
+11% +$10.8K 0.01% 611
2024
Q4 		$97.7K Buy
3,072
+9
+0.3% +$289 0.01% 610
2024
Q3 		$89.1K Sell
3,063
-229
-7% -$6.51K 0.01% 624
2024
Q2 		$87.4K Sell
3,292
-386
-10% -$10.2K 0.01% 612
2024
Q1 		$99.8K Sell
3,678
-15,867
-81% -$401K 0.01% 569
2023
Q4 		$494K Sell
19,545
-877
-4% -$19.2K 0.05% 249
2023
Q3 		$422K Sell
20,422
-1,305
-6% -$28.8K 0.05% 242
2023
Q2 		$461K Buy
21,727
+888
+4% +$18.6K 0.05% 223
2023
Q1 		$443K Buy
20,839
+17,804
+587% +$466K 0.06% 220
2022
Q4 		$79.5K Buy
3,035
+1,570
+107% +$42.8K 0.01% 489
2022
Q3 		$38K Hold
1,465
– – 0.01% 604
2022
Q2 		$38K Buy
1,465
+247
+20% +$7.09K 0.01% 596
2022
Q1 		$39K Buy
1,218
+250
+26% +$8.55K 0.01% 609
2021
Q4 		$32K Buy
968
+10
+1% +$338 ﹤0.01% 659
2021
Q3 		$31K Buy
958
+335
+54% +$10.4K 0.01% 740
2021
Q2 		$19K Buy
623
+233
+60% +$7.45K ﹤0.01% 866
2021
Q1 		$12K Buy
+390
New +$11.2K ﹤0.01% 900
2018
Q4 		– Sell
-650
Closed -$18K – 648
2018
Q3 		$18K Hold
650
– – 0.01% 352
2018
Q2 		$19K Hold
650
– – 0.01% 368
2018
Q1 		$19K Hold
650
– – 0.01% 335
2017
Q4 		$19K Hold
650
– – 0.01% 324
2017
Q3 		$18K Hold
650
– – 0.01% 343
2017
Q2 		$17K Hold
650
– – 0.01% 343
2017
Q1 		$17K Buy
+650
New +$17.3K 0.01% 342

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 22.9% 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

Creative Financial Designs's FTXO Position: Q2 2026 in Review

Creative Financial Designs reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 12% in Q2 2026, selling an estimated $6.82K and leaving 1,333 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Creative Financial Designs first reported a position in FTXO in Q1 2017 and has held it in 29 quarters since. The position peaked at $494K in Q4 2023. 126 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • Creative Financial Designs held 1,333 shares of First Trust Nasdaq Bank ETF worth $55.1K as of Q2 2026.
  • Creative Financial Designs sold 175 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $6.82K.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #979 holding.
  • Creative Financial Designs first reported a position in First Trust Nasdaq Bank ETF in Q1 2017 and has held it in 29 quarters since.
  • Creative Financial Designs's First Trust Nasdaq Bank ETF position peaked at $494K in Q4 2023.
  • 126 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.