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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TradeWell Securities Fort Wayne, Indiana $237M AUM 24.02% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FTXO Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in First Trust Nasdaq Bank ETF (FTXO) in Q1 2026: 40 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in FTXO as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in FTXO in Q4 2021 and has held it in 16 quarters since. The position peaked at $8K in Q4 2021. 122 funds tracked by Wall St. Rank hold FTXO as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 40 shares of First Trust Nasdaq Bank ETF worth $1.45K as of Q1 2026.
First Trust Nasdaq Bank ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
First Trust Nasdaq Bank ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #593 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Nasdaq Bank ETF in Q4 2021 and has held it in 16 quarters since.
Guardian Wealth Advisors (North Carolina)'s First Trust Nasdaq Bank ETF position peaked at $8K in Q4 2021.
122 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.