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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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $237M AUM 24.02% 1-Year Est. Return

Creative Financial Designs's FTXO Position: Q1 2026 in Review

Creative Financial Designs reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 3.7% in Q1 2026, selling an estimated $2.19K and leaving 1,508 shares worth $54.6K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Creative Financial Designs first reported a position in FTXO in Q1 2017 and has held it in 28 quarters since. The position peaked at $494K in Q4 2023. 122 funds tracked by Wall St. Rank hold FTXO as of Q1 2026.

  • Creative Financial Designs held 1,508 shares of First Trust Nasdaq Bank ETF worth $54.6K as of Q1 2026.
  • Creative Financial Designs sold 58 First Trust Nasdaq Bank ETF shares in Q1 2026, an estimated $2.19K.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #874 holding.
  • Creative Financial Designs first reported a position in First Trust Nasdaq Bank ETF in Q1 2017 and has held it in 28 quarters since.
  • Creative Financial Designs's First Trust Nasdaq Bank ETF position peaked at $494K in Q4 2023.
  • 122 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.