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

FSB Premier 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
2026 Q2	$243K	Buy	5,883 +78	+1%	+$3.04K	0.07%	234
2026 Q1	$210K	Sell	5,805 -50	-0.9%	-$1.89K	0.07%	242
2025 Q4	$221K	Sell	5,855 -150	-2%	-$5.35K	0.07%	224
2025 Q3	$214K	Buy	+6,005	New	+$209K	0.07%	217
2022 Q1	–	Sell	-2,257	Closed	-$74K	–	293
2021 Q4	$74K	Buy	+2,257	New	+$76.4K	0.03%	201

Other funds holding FTXO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return

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

FSB Premier Wealth Management's FTXO Position: Q2 2026 in Review

FSB Premier Wealth Management increased its First Trust Nasdaq Bank ETF (FTXO) stake by 1.3% in Q2 2026, buying an estimated $3.04K and bringing the position to 5,883 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #234.

FSB Premier Wealth Management first reported a position in FTXO in Q4 2021 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

FSB Premier Wealth Management held 5,883 shares of First Trust Nasdaq Bank ETF worth $243K as of Q2 2026.
FSB Premier Wealth Management bought 78 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $3.04K.
First Trust Nasdaq Bank ETF made up 0.07% of FSB Premier Wealth Management's portfolio in Q2 2026, its #234 holding.
FSB Premier Wealth Management first reported a position in First Trust Nasdaq Bank ETF in Q4 2021 and has held it in 5 quarters since.
127 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.