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Heartwood Wealth Advisors’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

Heartwood Wealth Advisors’s Portfolio FTXR Stock Details FTXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-647
Closed -$22.7K – 362
2025
Q3 		$22.7K Buy
+647
New +$21.9K ﹤0.01% 353

Other funds holding FTXR

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

Heartwood Wealth Advisors's FTXR Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of First Trust Nasdaq Transportation ETF (FTXR) in Q4 2025, closing a stake of 647 shares — an estimated $22.7K sold.

Heartwood Wealth Advisors first reported a position in FTXR in Q3 2025 and held it in 1 quarter. The position peaked at $22.7K in Q3 2025. 34 funds tracked by Wall St. Rank hold FTXR as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining First Trust Nasdaq Transportation ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 647 First Trust Nasdaq Transportation ETF shares in Q4 2025, an estimated $22.7K.
  • Heartwood Wealth Advisors first reported a position in First Trust Nasdaq Transportation ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's First Trust Nasdaq Transportation ETF position peaked at $22.7K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.