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HHM Wealth Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

HHM Wealth Advisors’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 		$207 Buy
+5
New +$195 ﹤0.01% 874
2022
Q3 		– Sell
-22
Closed -$1K – 713
2022
Q2 		$1K Buy
+22
New +$631 ﹤0.01% 759

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 22.96% 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

HHM Wealth Advisors's FTXO Position: Q2 2026 in Review

HHM Wealth Advisors opened a new position in First Trust Nasdaq Bank ETF (FTXO) in Q2 2026: 5 shares worth $207. The stake represents ﹤0.01% of the portfolio and ranks #874 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in FTXO as recently as Q2 2022.

HHM Wealth Advisors first reported a position in FTXO in Q2 2022 and has held it in 2 quarters since. The position peaked at $1K in Q2 2022. 126 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • HHM Wealth Advisors held 5 shares of First Trust Nasdaq Bank ETF worth $207 as of Q2 2026.
  • First Trust Nasdaq Bank ETF was a new HHM Wealth Advisors position in Q2 2026.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #874 holding.
  • HHM Wealth Advisors first reported a position in First Trust Nasdaq Bank ETF in Q2 2022 and has held it in 2 quarters since.
  • HHM Wealth Advisors's First Trust Nasdaq Bank ETF position peaked at $1K in Q2 2022.
  • 126 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.