HI
FTXO icon

Harbour Investments’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Harbour Investments’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 		$314K Buy
8,676
+367
+4% +$13.9K ﹤0.01% 1283
2025
Q4 		$314K Sell
8,309
-2,689
-24% -$95.9K 0.01% 1062
2025
Q3 		$392K Buy
10,998
+236
+2% +$8.21K 0.01% 913
2025
Q2 		$355K Buy
10,762
+491
+5% +$14.8K 0.01% 911
2025
Q1 		$312K Buy
10,271
+219
+2% +$7.1K 0.01% 906
2024
Q4 		$320K Buy
10,052
+6,940
+223% +$223K 0.01% 843
2024
Q3 		$90.5K Sell
3,112
-1,087
-26% -$30.9K ﹤0.01% 1381
2024
Q2 		$111K Buy
4,199
+485
+13% +$12.8K ﹤0.01% 1191
2024
Q1 		$101K Buy
3,714
+1,058
+40% +$26.8K ﹤0.01% 1211
2023
Q4 		$67.1K Sell
2,656
-9,384
-78% -$205K ﹤0.01% 1311
2023
Q3 		$249K Sell
12,040
-1,562
-11% -$34.4K 0.01% 714
2023
Q2 		$289K Sell
13,602
-46,003
-77% -$963K 0.01% 671
2023
Q1 		$1.27M Buy
59,605
+70
+0.1% +$1.83K 0.07% 269
2022
Q4 		$1.56M Sell
59,535
-11,512
-16% -$314K 0.1% 207
2022
Q3 		$1.85M Hold
71,047
– – 0.12% 160
2022
Q2 		$1.85M Buy
+71,047
New +$2.04M 0.12% 160
2021
Q4 		$1.97M Buy
60,053
+5,642
+10% +$191K 0.12% 174
2021
Q3 		$1.78M Buy
54,411
+6,237
+13% +$194K 0.06% 308
2021
Q2 		$1.5M Buy
48,174
+25,128
+109% +$804K 0.05% 354
2021
Q1 		$719K Buy
+23,046
New +$663K 0.03% 486

Other funds holding FTXO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $124B AUM 33.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $666B 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

Harbour Investments's FTXO Position: Q1 2026 in Review

Harbour Investments increased its First Trust Nasdaq Bank ETF (FTXO) stake by 4.4% in Q1 2026, buying an estimated $13.9K and bringing the position to 8,676 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Harbour Investments first reported a position in FTXO in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.97M in Q4 2021. 122 funds tracked by Wall St. Rank hold FTXO as of Q1 2026.

  • Harbour Investments held 8,676 shares of First Trust Nasdaq Bank ETF worth $314K as of Q1 2026.
  • Harbour Investments bought 367 First Trust Nasdaq Bank ETF shares in Q1 2026, an estimated $13.9K.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1283 holding.
  • Harbour Investments first reported a position in First Trust Nasdaq Bank ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's First Trust Nasdaq Bank ETF position peaked at $1.97M in Q4 2021.
  • 122 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.