EFA
FTXO icon

Englebert Financial Advisers’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Englebert Financial Advisers’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 		$411K Sell
9,941
-16,497
-62% -$642K 0.4% 47
2026
Q1 		$956K Buy
26,438
+15,623
+144% +$591K 1.09% 22
2025
Q4 		$409K Buy
+10,815
New +$386K 0.47% 42

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

Englebert Financial Advisers's FTXO Position: Q2 2026 in Review

Englebert Financial Advisers reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 62% in Q2 2026, selling an estimated $642K and leaving 9,941 shares worth $411K. The position accounts for 0.4% of the portfolio, ranked #47.

Englebert Financial Advisers first reported a position in FTXO in Q4 2025 and has held it in 3 quarters since. The position peaked at $956K in Q1 2026. 126 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • Englebert Financial Advisers held 9,941 shares of First Trust Nasdaq Bank ETF worth $411K as of Q2 2026.
  • Englebert Financial Advisers sold 16,497 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $642K.
  • First Trust Nasdaq Bank ETF made up 0.4% of Englebert Financial Advisers's portfolio in Q2 2026, its #47 holding.
  • Englebert Financial Advisers first reported a position in First Trust Nasdaq Bank ETF in Q4 2025 and has held it in 3 quarters since.
  • Englebert Financial Advisers's First Trust Nasdaq Bank ETF position peaked at $956K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Englebert Financial Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.