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Lloyd Advisory Services’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Lloyd Advisory Services’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 		– Sell
-23
Closed -$885 – 922
2025
Q4 		$885 Buy
+23
New +$820 ﹤0.01% 489
2022
Q2 		– Sell
-145
Closed -$5K – 244
2022
Q1 		$5K Buy
145
+5
+4% +$171 ﹤0.01% 447
2021
Q4 		$5K Buy
140
+40
+40% +$1.35K ﹤0.01% 349
2021
Q3 		$3K Hold
100
– – ﹤0.01% 329
2021
Q2 		$3K Buy
100
+8
+9% +$256 ﹤0.01% 339
2021
Q1 		$3K Sell
92
-13
-12% -$374 ﹤0.01% 322
2020
Q4 		$2K Buy
+105
New +$2.2K ﹤0.01% 307
2020
Q2 		– Sell
-1
Closed – – 319
2020
Q1 		$0 Sell
1
-52
-98% -$1.23K ﹤0.01% 320
2019
Q4 		$2K Buy
+53
New +$1.43K ﹤0.01% 303

Other funds holding FTXO

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $121B AUM 33.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $564B 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