Guardian Wealth Advisors (North Carolina)’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-40	Closed	-$1.45K	–	445
2026 Q1	$1.45K	Buy	+40	New	+$1.51K	﹤0.01%	593
2025 Q3	–	Sell	-40	Closed	-$1.32K	–	414
2025 Q2	$1.32K	Hold	40	–	–	﹤0.01%	532
2025 Q1	$1.22K	Hold	40	–	–	﹤0.01%	510
2024 Q4	$1.27K	Hold	40	–	–	﹤0.01%	494
2024 Q3	$1.16K	Hold	40	–	–	﹤0.01%	432
2024 Q2	$1.06K	Hold	40	–	–	﹤0.01%	419
2024 Q1	$1.09K	Hold	40	–	–	﹤0.01%	436
2023 Q4	$1.01K	Hold	40	–	–	﹤0.01%	424
2023 Q3	$827	Sell	40 -80	-67%	-$1.76K	﹤0.01%	405
2023 Q2	$2.55K	Hold	120	–	–	﹤0.01%	385
2023 Q1	$2.55K	Hold	120	–	–	﹤0.01%	376
2022 Q4	$3.14K	Sell	120 -12	-9%	-$327	﹤0.01%	344
2022 Q3	$3K	Hold	132	–	–	﹤0.01%	318
2022 Q2	$3K	Hold	132	–	–	﹤0.01%	328
2022 Q1	$4K	Sell	132 -114	-46%	-$3.9K	﹤0.01%	228
2021 Q4	$8K	Buy	+246	New	+$8.33K	﹤0.01%	210

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 22.9% 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

Guardian Wealth Advisors (North Carolina)'s FTXO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2026, closing a stake of 40 shares — an estimated $1.45K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FTXO in Q4 2021 and held it in 16 quarters. The position peaked at $8K in Q4 2021. 126 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 40 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $1.45K.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Nasdaq Bank ETF in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust Nasdaq Bank ETF position peaked at $8K in Q4 2021.
126 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.