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

Gateway Wealth Partners’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
Q1 		$1.37M Buy
37,962
+4,859
+15% +$184K 0.05% 318
2025
Q4 		$1.25M Buy
33,103
+3,638
+12% +$130K 0.14% 161
2025
Q3 		$1.05M Buy
29,465
+715
+2% +$24.9K 0.14% 152
2025
Q2 		$950K Sell
28,750
-786
-3% -$23.7K 0.18% 125
2025
Q1 		$898K Buy
+29,536
New +$957K 0.2% 118
2024
Q1 		– Sell
-18,670
Closed -$472K – 240
2023
Q4 		$472K Buy
18,670
+3,023
+19% +$66.2K 0.19% 110
2023
Q3 		$323K Buy
15,647
+3,072
+24% +$67.7K 0.06% 178
2023
Q2 		$267K Buy
12,575
+3,025
+32% +$63.3K 0.05% 196
2023
Q1 		$203K Buy
9,550
+901
+10% +$23.6K 0.03% 213
2022
Q4 		$227K Buy
+8,649
New +$236K 0.04% 177

Other funds holding FTXO

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $237M AUM 24.02% 1-Year Est. Return