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Cyndeo Wealth Partners’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Cyndeo Wealth Partners’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 		– Sell
-41,649
Closed -$1.51M – 523
2026
Q1 		$1.51M Buy
+41,649
New +$1.58M 0.08% 196

Other funds holding FTXO

PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Cyndeo Wealth Partners's FTXO Position: Q2 2026 in Review

Cyndeo Wealth Partners sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2026, closing a stake of 41,649 shares — an estimated $1.51M sold.

Cyndeo Wealth Partners first reported a position in FTXO in Q1 2026 and held it in 1 quarter. The position peaked at $1.51M in Q1 2026. 17 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • Cyndeo Wealth Partners reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2026 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 41,649 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $1.51M.
  • Cyndeo Wealth Partners first reported a position in First Trust Nasdaq Bank ETF in Q1 2026 and held it in 1 quarter.
  • Cyndeo Wealth Partners's First Trust Nasdaq Bank ETF position peaked at $1.51M in Q1 2026.
  • 17 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.