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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
2023
Q3 		– Sell
-59,484
Closed -$1.26M – 163
2023
Q2 		$1.26M Buy
+59,484
New +$1.25M 0.46% 66

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 22.9% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return
NewEdge Advisors
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

Iams Wealth Management's FTXO Position: Q2 2026 in Review

Iams Wealth Management reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 8.2% in Q2 2026, selling an estimated $58.3K and leaving 16,805 shares worth $695K. The position accounts for 0.21% of the portfolio, ranked #126.

Iams Wealth Management first reported a position in FTXO in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.25M in Q3 2025. 126 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • Iams Wealth Management held 16,805 shares of First Trust Nasdaq Bank ETF worth $695K as of Q2 2026.
  • Iams Wealth Management sold 1,497 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $58.3K.
  • First Trust Nasdaq Bank ETF made up 0.21% of Iams Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Iams Wealth Management first reported a position in First Trust Nasdaq Bank ETF in Q4 2022 and has held it in 10 quarters since.
  • Iams Wealth Management's First Trust Nasdaq Bank ETF position peaked at $1.25M in Q3 2025.
  • 126 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.