Larson Financial Group
FTXO icon

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

Larson 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 		$8.1K Buy
209
+1
+0.5% +$42 ﹤0.01% 2612
2026
Q2 		$8.6K Sell
208
-299
-59% -$11.6K ﹤0.01% 2499
2026
Q1 		$18.4K Sell
507
-1,136
-69% -$43K ﹤0.01% 1892
2025
Q4 		$62.1K Buy
1,643
+3
+0.2% +$107 ﹤0.01% 1135
2025
Q3 		$58.4K Buy
1,640
+2
+0.1% +$70 ﹤0.01% 1096
2025
Q2 		$54.1K Buy
1,638
+3
+0.2% +$90 ﹤0.01% 1045
2025
Q1 		$49.7K Buy
1,635
+2
+0.1% +$65 ﹤0.01% 1029
2024
Q4 		$51.9K Buy
1,633
+295
+22% +$9.46K ﹤0.01% 890
2024
Q3 		$38.9K Buy
1,338
+1
+0.1% +$28 ﹤0.01% 979
2024
Q2 		$35.5K Buy
1,337
+1,139
+575% +$30K ﹤0.01% 890
2024
Q1 		$5.38K Buy
198
+3
+2% +$76 ﹤0.01% 1186
2023
Q4 		$4.94K Sell
195
-422
-68% -$9.24K ﹤0.01% 1186
2023
Q3 		$12.8K Hold
617
– – ﹤0.01% 932
2023
Q2 		$13.1K Buy
617
+7
+1% +$147 ﹤0.01% 855
2023
Q1 		$13K Buy
610
+4
+0.7% +$105 ﹤0.01% 854
2022
Q4 		$15.9K Sell
606
-406
-40% -$11.1K ﹤0.01% 746
2022
Q3 		$26K Buy
1,012
+195
+24% +$5.46K ﹤0.01% 574
2022
Q2 		$21K Buy
817
+6
+0.7% +$172 ﹤0.01% 537
2022
Q1 		$26K Buy
811
+3
+0.4% +$103 ﹤0.01% 486
2021
Q4 		$27K Buy
808
+4
+0.5% +$135 ﹤0.01% 485
2021
Q3 		$26K Buy
+804
New +$25K 0.01% 413

Other funds holding FTXO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TradeWell Securities
TradeWell Securities Fort Wayne, Indiana $296M AUM 22% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
NA
Nearside Advisors Indianapolis, Indiana $140M AUM
Daymark Wealth Partners
Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

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

Larson Financial Group increased its First Trust Nasdaq Bank ETF (FTXO) stake by 0.48% in Q3 2026, buying an estimated $42 and bringing the position to 209 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

Larson Financial Group first reported a position in FTXO in Q3 2021 and has held it in 21 quarters since. The position peaked at $62.1K in Q4 2025. 43 funds tracked by Wall St. Rank hold FTXO as of Q3 2026.

  • Larson Financial Group held 209 shares of First Trust Nasdaq Bank ETF worth $8.1K as of Q3 2026.
  • Larson Financial Group bought 1 First Trust Nasdaq Bank ETF share in Q3 2026, an estimated $42.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2612 holding.
  • Larson Financial Group first reported a position in First Trust Nasdaq Bank ETF in Q3 2021 and has held it in 21 quarters since.
  • Larson Financial Group's First Trust Nasdaq Bank ETF position peaked at $62.1K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.