Key Financial Inc’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Key Financial Inc’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	$3.39K	Hold	82	–	–	﹤0.01%	1085
2026 Q1	$2.97K	Hold	82	–	–	﹤0.01%	1125
2025 Q4	$3.1K	Hold	82	–	–	﹤0.01%	1118
2025 Q3	$2.88K	Hold	82	–	–	﹤0.01%	1142
2025 Q2	$2.71K	Hold	82	–	–	﹤0.01%	1144
2025 Q1	$2.49K	Hold	82	–	–	﹤0.01%	1117
2024 Q4	$2.61K	Hold	82	–	–	﹤0.01%	1117
2024 Q3	$2.38K	Hold	82	–	–	﹤0.01%	1092
2024 Q2	$2.18K	Hold	82	–	–	﹤0.01%	1098
2024 Q1	$2.23K	Hold	82	–	–	﹤0.01%	1092
2023 Q4	$2.07K	Hold	82	–	–	﹤0.01%	1097
2023 Q3	$1.7K	Hold	82	–	–	﹤0.01%	1134
2023 Q2	$1.74K	Hold	82	–	–	﹤0.01%	1181
2023 Q1	$1.74K	Hold	82	–	–	﹤0.01%	976
2022 Q4	$2.12K	Hold	82	–	–	﹤0.01%	943
2022 Q3	$2K	Hold	82	–	–	﹤0.01%	945
2022 Q2	$2K	Hold	82	–	–	﹤0.01%	932
2022 Q1	$3K	Buy	+82	New	+$2.81K	﹤0.01%	868

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

Key Financial Inc's FTXO Position: Q2 2026 in Review

Key Financial Inc held its First Trust Nasdaq Bank ETF (FTXO) position steady in Q2 2026 at 82 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Key Financial Inc first reported a position in FTXO in Q1 2022 and has held it in 18 quarters since. 126 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

Key Financial Inc held 82 shares of First Trust Nasdaq Bank ETF worth $3.39K as of Q2 2026.
Key Financial Inc left its First Trust Nasdaq Bank ETF share count unchanged in Q2 2026.
First Trust Nasdaq Bank ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1085 holding.
Key Financial Inc first reported a position in First Trust Nasdaq Bank ETF in Q1 2022 and has held it in 18 quarters since.
126 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.