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Independent Advisor Alliance’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

Independent Advisor Alliance’s Portfolio FTXR Stock Details FTXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.71M Buy
+44,760
New +$1.8M 0.02% 610
2021
Q3 		– Sell
-41,946
Closed -$1.43M – 649
2021
Q2 		$1.43M Sell
41,946
-1,762
-4% -$59.5K 0.08% 209
2021
Q1 		$1.44M Buy
+43,708
New +$1.34M 0.09% 191

Other funds holding FTXR

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Independent Advisor Alliance's FTXR Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust Nasdaq Transportation ETF (FTXR) in Q1 2026: 44,760 shares worth $1.71M. The stake represents 0.02% of the portfolio and ranks #610 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in FTXR as recently as Q2 2021.

Independent Advisor Alliance first reported a position in FTXR in Q1 2021 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold FTXR as of Q1 2026.

  • Independent Advisor Alliance held 44,760 shares of First Trust Nasdaq Transportation ETF worth $1.71M as of Q1 2026.
  • First Trust Nasdaq Transportation ETF was a new Independent Advisor Alliance position in Q1 2026.
  • First Trust Nasdaq Transportation ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #610 holding.
  • Independent Advisor Alliance first reported a position in First Trust Nasdaq Transportation ETF in Q1 2021 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.