Iams Wealth Management’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.25M Sell
2025
Q2
$1.18M Sell
2025
Q1
$1.13M Buy
2024
Q1
Sell
2023
Q4
$751K Buy
2023
Q3
$611K Buy
2023
Q2
Sell
2023
Q1
$531K Sell
2022
Q4
$950K Buy