Mowery & Schoenfeld Wealth Management’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Mowery & Schoenfeld Wealth 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 Q2	$1.94K	Buy	+47	New	+$1.83K	﹤0.01%	331

Other funds holding FTXO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return

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

Mowery & Schoenfeld Wealth Management's FTXO Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in First Trust Nasdaq Bank ETF (FTXO) in Q2 2026: 47 shares worth $1.94K. The stake represents ﹤0.01% of the portfolio and ranks #331 among its holdings.

127 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 47 shares of First Trust Nasdaq Bank ETF worth $1.94K as of Q2 2026.
First Trust Nasdaq Bank ETF was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
First Trust Nasdaq Bank ETF made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #331 holding.
127 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.