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Independent Advisor Alliance’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Independent Advisor Alliance’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
2025
Q1 		– Sell
-49,735
Closed -$1.58M – 1007
2024
Q4 		$1.58M Buy
+49,735
New +$1.6M 0.02% 582
2017
Q2 		– Sell
-23,641
Closed -$603K – 285
2017
Q1 		$603K Buy
+23,641
New +$629K 0.1% 213

Other funds holding FTXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $237M AUM 24.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

Independent Advisor Alliance's FTXO Position: Q1 2025 in Review

Independent Advisor Alliance sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2025, closing a stake of 49,735 shares — an estimated $1.58M sold.

Independent Advisor Alliance first reported a position in FTXO in Q1 2017 and held it in 2 quarters. The position peaked at $1.58M in Q4 2024. 96 funds tracked by Wall St. Rank hold FTXO as of Q1 2025.

  • Independent Advisor Alliance reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 49,735 First Trust Nasdaq Bank ETF shares in Q1 2025, an estimated $1.58M.
  • Independent Advisor Alliance first reported a position in First Trust Nasdaq Bank ETF in Q1 2017 and held it in 2 quarters.
  • Independent Advisor Alliance's First Trust Nasdaq Bank ETF position peaked at $1.58M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.