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Global Retirement Partners’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Global Retirement 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
Q2 		$96.1K Buy
+2,325
New +$90.5K ﹤0.01% 2102
2025
Q4 		$243K Buy
6,421
+164
+3% +$5.85K ﹤0.01% 1359
2025
Q3 		$223K Sell
6,257
-156
-2% -$5.43K 0.01% 1115
2025
Q2 		$212K Buy
+6,413
New +$193K 0.01% 1061
2024
Q4 		$23.8K Buy
747
+47
+7% +$1.51K ﹤0.01% 2000
2024
Q3 		$20.4K Hold
700
– – ﹤0.01% 1986
2024
Q2 		$18.6K Hold
700
– – ﹤0.01% 2024
2024
Q1 		$19K Sell
700
-210
-23% -$5.31K ﹤0.01% 1837
2023
Q4 		$22.2K Sell
910
-5,712
-86% -$125K ﹤0.01% 1709
2023
Q3 		$132K Buy
6,622
+5,380
+433% +$119K 0.01% 832
2023
Q2 		$26.4K Buy
1,242
+73
+6% +$1.53K ﹤0.01% 1556
2023
Q1 		$23.1K Buy
1,169
+118
+11% +$3.09K ﹤0.01% 1573
2022
Q4 		$27.5K Buy
1,051
+21
+2% +$572 ﹤0.01% 1343
2022
Q3 		$29K Hold
1,030
– – ﹤0.01% 1220
2022
Q2 		$27K Buy
1,030
+19
+2% +$545 ﹤0.01% 1228
2022
Q1 		$28K Buy
+1,011
New +$34.6K ﹤0.01% 1213

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 22.9% 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

Global Retirement Partners's FTXO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Nasdaq Bank ETF (FTXO) in Q2 2026: 2,325 shares worth $96.1K. The stake represents ﹤0.01% of the portfolio and ranks #2102 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FTXO as recently as Q4 2025.

Global Retirement Partners first reported a position in FTXO in Q1 2022 and has held it in 16 quarters since. The position peaked at $243K in Q4 2025. 126 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • Global Retirement Partners held 2,325 shares of First Trust Nasdaq Bank ETF worth $96.1K as of Q2 2026.
  • First Trust Nasdaq Bank ETF was a new Global Retirement Partners position in Q2 2026.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2102 holding.
  • Global Retirement Partners first reported a position in First Trust Nasdaq Bank ETF in Q1 2022 and has held it in 16 quarters since.
  • Global Retirement Partners's First Trust Nasdaq Bank ETF position peaked at $243K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.