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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
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 $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

Larson Financial Group's FTXO Position: Q2 2026 in Review

Larson Financial Group reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 59% in Q2 2026, selling an estimated $11.6K and leaving 208 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

Larson Financial Group first reported a position in FTXO in Q3 2021 and has held it in 20 quarters since. The position peaked at $62.1K in Q4 2025. 126 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • Larson Financial Group held 208 shares of First Trust Nasdaq Bank ETF worth $8.6K as of Q2 2026.
  • Larson Financial Group sold 299 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $11.6K.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2499 holding.
  • Larson Financial Group first reported a position in First Trust Nasdaq Bank ETF in Q3 2021 and has held it in 20 quarters since.
  • Larson Financial Group's First Trust Nasdaq Bank ETF position peaked at $62.1K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.