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

Daymark 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 		$5.05M Sell
122,082
-7,563
-6% -$295K 0.12% 135
2026
Q1 		$4.69M Buy
+129,645
New +$4.9M 0.15% 123

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 22.96% 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

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

Daymark Wealth Partners reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 5.8% in Q2 2026, selling an estimated $295K and leaving 122,082 shares worth $5.05M. The position accounts for 0.12% of the portfolio, ranked #135.

Daymark Wealth Partners first reported a position in FTXO in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • Daymark Wealth Partners held 122,082 shares of First Trust Nasdaq Bank ETF worth $5.05M as of Q2 2026.
  • Daymark Wealth Partners sold 7,563 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $295K.
  • First Trust Nasdaq Bank ETF made up 0.12% of Daymark Wealth Partners's portfolio in Q2 2026, its #135 holding.
  • Daymark Wealth Partners first reported a position in First Trust Nasdaq Bank ETF in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.