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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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $237M AUM 24.02% 1-Year Est. Return

Larson Financial Group's FTXO Position: Q1 2026 in Review

Larson Financial Group reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 69% in Q1 2026, selling an estimated $43K and leaving 507 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Larson Financial Group first reported a position in FTXO in Q3 2021 and has held it in 19 quarters since. The position peaked at $62.1K in Q4 2025. 122 funds tracked by Wall St. Rank hold FTXO as of Q1 2026.

  • Larson Financial Group held 507 shares of First Trust Nasdaq Bank ETF worth $18.4K as of Q1 2026.
  • Larson Financial Group sold 1,136 First Trust Nasdaq Bank ETF shares in Q1 2026, an estimated $43K.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1892 holding.
  • Larson Financial Group first reported a position in First Trust Nasdaq Bank ETF in Q3 2021 and has held it in 19 quarters since.
  • Larson Financial Group's First Trust Nasdaq Bank ETF position peaked at $62.1K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.