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

FLP Wealth Management’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
Q1 		– Sell
-411
Closed -$13.1K – 215
2024
Q4 		$13.1K Buy
+411
New +$13.2K 0.03% 211

Other funds holding FTXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $237M AUM 24.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

FLP Wealth Management's FTXO Position: Q1 2025 in Review

FLP Wealth Management sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2025, closing a stake of 411 shares — an estimated $13.1K sold.

FLP Wealth Management first reported a position in FTXO in Q4 2024 and held it in 1 quarter. The position peaked at $13.1K in Q4 2024. 96 funds tracked by Wall St. Rank hold FTXO as of Q1 2025.

  • FLP Wealth Management reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 411 First Trust Nasdaq Bank ETF shares in Q1 2025, an estimated $13.1K.
  • FLP Wealth Management first reported a position in First Trust Nasdaq Bank ETF in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's First Trust Nasdaq Bank ETF position peaked at $13.1K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.