Independent Financial Group’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Independent Financial Group’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 Q3	$252K	Sell	6,519 -43	-0.7%	-$1.8K	﹤0.01%	1377
2026 Q2	$271K	Buy	6,562 +128	+2%	+$4.99K	0.01%	1299
2026 Q1	$233K	Sell	6,434 -1,195	-16%	-$45.2K	0.01%	1300
2025 Q4	$288K	Buy	7,629 +1,042	+16%	+$37.1K	0.01%	1172
2025 Q3	$235K	Buy	+6,587	New	+$229K	0.01%	1213

Other funds holding FTXO

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Independent Financial Group's FTXO Position: Q3 2026 in Review

Independent Financial Group reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 0.66% in Q3 2026, selling an estimated $1.8K and leaving 6,519 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Independent Financial Group first reported a position in FTXO in Q3 2025 and has held it in 5 quarters since. The position peaked at $288K in Q4 2025. 5 funds tracked by Wall St. Rank hold FTXO as of Q3 2026.

Independent Financial Group held 6,519 shares of First Trust Nasdaq Bank ETF worth $252K as of Q3 2026.
Independent Financial Group sold 43 First Trust Nasdaq Bank ETF shares in Q3 2026, an estimated $1.8K.
First Trust Nasdaq Bank ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1377 holding.
Independent Financial Group first reported a position in First Trust Nasdaq Bank ETF in Q3 2025 and has held it in 5 quarters since.
Independent Financial Group's First Trust Nasdaq Bank ETF position peaked at $288K in Q4 2025.
5 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.