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MAI Capital Management’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

MAI Capital Management’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
-460
Closed -$17.4K – 5071
2025
Q4 		$17.4K Hold
460
– – ﹤0.01% 2601
2025
Q3 		$16.4K Hold
460
– – ﹤0.01% 2503
2025
Q2 		$15.2K Hold
460
– – ﹤0.01% 2497
2025
Q1 		$14K Hold
460
– – ﹤0.01% 2340
2024
Q4 		$14.6K Buy
+460
New +$14.8K ﹤0.01% 2351

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

MAI Capital Management's FTXO Position: Q1 2026 in Review

MAI Capital Management sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2026, closing a stake of 460 shares — an estimated $17.4K sold.

MAI Capital Management first reported a position in FTXO in Q4 2024 and held it in 5 quarters. The position peaked at $17.4K in Q4 2025. 122 funds tracked by Wall St. Rank hold FTXO as of Q1 2026.

  • MAI Capital Management reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2026 after selling out during the quarter.
  • MAI Capital Management sold 460 First Trust Nasdaq Bank ETF shares in Q1 2026, an estimated $17.4K.
  • MAI Capital Management first reported a position in First Trust Nasdaq Bank ETF in Q4 2024 and held it in 5 quarters.
  • MAI Capital Management's First Trust Nasdaq Bank ETF position peaked at $17.4K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.