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John Overdeck’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

John Overdeck’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 		$3.96M Sell
95,800
-276,700
-74% -$10.8M ﹤0.01% 2368
2026
Q1 		$13.5M Buy
+372,500
New +$14.1M 0.01% 1208
2025
Q4 		– Sell
-44,600
Closed -$1.59M – 4178
2025
Q3 		$1.59M Sell
44,600
-500
-1% -$17.4K ﹤0.01% 2276
2025
Q2 		$1.49M Buy
+45,100
New +$1.36M ﹤0.01% 2024

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 22.96% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return
NA
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

John Overdeck's FTXO Position: Q2 2026 in Review

John Overdeck reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 74% in Q2 2026, selling an estimated $10.8M and leaving 95,800 shares worth $3.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2368.

John Overdeck first reported a position in FTXO in Q2 2025 and has held it in 4 quarters since. The position peaked at $13.5M in Q1 2026. 126 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • John Overdeck held 95,800 shares of First Trust Nasdaq Bank ETF worth $3.96M as of Q2 2026.
  • John Overdeck sold 276,700 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $10.8M.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2368 holding.
  • John Overdeck first reported a position in First Trust Nasdaq Bank ETF in Q2 2025 and has held it in 4 quarters since.
  • John Overdeck's First Trust Nasdaq Bank ETF position peaked at $13.5M in Q1 2026.
  • 126 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.