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

Iams Wealth Management’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 		$662K Buy
18,302
+3,604
+25% +$136K 0.23% 109
2025
Q4 		$555K Sell
14,698
-20,375
-58% -$726K 0.2% 120
2025
Q3 		$1.25M Sell
35,073
-763
-2% -$26.6K 0.5% 64
2025
Q2 		$1.18M Sell
35,836
-1,407
-4% -$42.4K 0.54% 60
2025
Q1 		$1.13M Buy
+37,243
New +$1.21M 0.52% 67
2024
Q1 		– Sell
-29,716
Closed -$751K – 119
2023
Q4 		$751K Buy
29,716
+162
+0.5% +$3.55K 0.49% 64
2023
Q3 		$611K Buy
+29,554
New +$652K 0.42% 71
2023
Q2 		– Sell
-25,214
Closed -$528K – 171
2023
Q1 		$531K Sell
25,214
-11,092
-31% -$291K 0.44% 69
2022
Q4 		$950K Buy
+36,306
New +$989K 0.97% 28

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