IFG Advisory’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

IFG Advisory’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	$119K	Buy	+2,889	New	+$113K	﹤0.01%	1017
2023 Q2	–	Sell	-10,467	Closed	-$223K	–	378
2023 Q1	$223K	Buy	10,467 +1,580	+18%	+$41.4K	0.02%	473
2022 Q4	$232K	Buy	8,887 +5	+0.1%	+$136	0.02%	438
2022 Q3	$230K	Sell	8,882 -1,918	-18%	-$53.7K	0.02%	467
2022 Q2	$280K	Buy	10,800 +1,389	+15%	+$39.9K	0.03%	388
2022 Q1	$299K	Buy	9,411 +1,993	+27%	+$68.2K	0.03%	404
2021 Q4	$243K	Buy	7,418 +809	+12%	+$27.4K	0.02%	440
2021 Q3	$215K	Buy	+6,609	New	+$206K	0.02%	453
2020 Q1	–	Sell	-7,737	Closed	-$218K	–	379
2019 Q4	$218K	Buy	+7,737	New	+$208K	0.04%	379

Other funds holding FTXO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

IFG Advisory's FTXO Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust Nasdaq Bank ETF (FTXO) in Q2 2026: 2,889 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #1017 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FTXO as recently as Q1 2023.

IFG Advisory first reported a position in FTXO in Q4 2019 and has held it in 9 quarters since. The position peaked at $299K in Q1 2022. 126 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

IFG Advisory held 2,889 shares of First Trust Nasdaq Bank ETF worth $119K as of Q2 2026.
First Trust Nasdaq Bank ETF was a new IFG Advisory position in Q2 2026.
First Trust Nasdaq Bank ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1017 holding.
IFG Advisory first reported a position in First Trust Nasdaq Bank ETF in Q4 2019 and has held it in 9 quarters since.
IFG Advisory's First Trust Nasdaq Bank ETF position peaked at $299K in Q1 2022.
126 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.