Element Wealth
FTXO icon

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

Element Wealth’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
2025
Q3 		– Sell
-21,905
Closed -$724K – 198
2025
Q2 		$724K Buy
+21,905
New +$659K 0.33% 71

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TradeWell Securities
TradeWell Securities Fort Wayne, Indiana $296M AUM 22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Element Wealth's FTXO Position: Q3 2025 in Review

Element Wealth sold out of First Trust Nasdaq Bank ETF (FTXO) in Q3 2025, closing a stake of 21,905 shares — an estimated $724K sold.

Element Wealth first reported a position in FTXO in Q2 2025 and held it in 1 quarter. The position peaked at $724K in Q2 2025. 97 funds tracked by Wall St. Rank hold FTXO as of Q3 2025.

  • Element Wealth reported no remaining First Trust Nasdaq Bank ETF position as of Q3 2025 after selling out during the quarter.
  • Element Wealth sold 21,905 First Trust Nasdaq Bank ETF shares in Q3 2025, an estimated $724K.
  • Element Wealth first reported a position in First Trust Nasdaq Bank ETF in Q2 2025 and held it in 1 quarter.
  • Element Wealth's First Trust Nasdaq Bank ETF position peaked at $724K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q3 2025.

Based on Element Wealth's 13F filing for Q3 2025, filed 29 Oct 2025.