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Fortis Group Advisors’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

Fortis Group Advisors’s Portfolio FTXR Stock Details FTXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$313K Sell
7,557
-164
-2% -$6.6K 0.05% 227
2025
Q4 		$308K Buy
+7,721
New +$282K 0.05% 236

Other funds holding FTXR

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fortis Group Advisors's FTXR Position: Q1 2026 in Review

Fortis Group Advisors reduced its First Trust Nasdaq Transportation ETF (FTXR) stake by 2.1% in Q1 2026, selling an estimated $6.6K and leaving 7,557 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #227.

Fortis Group Advisors first reported a position in FTXR in Q4 2025 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold FTXR as of Q1 2026.

  • Fortis Group Advisors held 7,557 shares of First Trust Nasdaq Transportation ETF worth $313K as of Q1 2026.
  • Fortis Group Advisors sold 164 First Trust Nasdaq Transportation ETF shares in Q1 2026, an estimated $6.6K.
  • First Trust Nasdaq Transportation ETF made up 0.05% of Fortis Group Advisors's portfolio in Q1 2026, its #227 holding.
  • Fortis Group Advisors first reported a position in First Trust Nasdaq Transportation ETF in Q4 2025 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.