Northwestern Mutual Wealth Management’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Northwestern Mutual 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	$6.41K	Sell	155 -80	-34%	-$3.12K	﹤0.01%	3283
2026 Q1	$8.5K	Buy	235 +177	+305%	+$6.69K	﹤0.01%	3124
2025 Q4	$2.19K	Buy	+58	New	+$2.07K	﹤0.01%	3459
2023 Q4	–	Sell	-14	Closed	-$279	–	3544
2023 Q3	$279	Buy	+14	New	+$309	﹤0.01%	3157
2023 Q2	–	Sell	-1,829	Closed	-$38.9K	–	3433
2023 Q1	$38.9K	Buy	+1,829	New	+$47.9K	﹤0.01%	2035
2022 Q3	–	Sell	-1,625	Closed	-$42K	–	3205
2022 Q2	$42K	Buy	+1,625	New	+$46.6K	﹤0.01%	1981
2018 Q4	–	Sell	-80	Closed	-$2K	–	2470
2018 Q3	$2K	Buy	+80	New	+$2.35K	﹤0.01%	2275
2018 Q1	–	Sell	-437	Closed	-$13K	–	2263
2017 Q4	$13K	Buy	+437	New	+$12.4K	﹤0.01%	1635

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 22.9% 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

Northwestern Mutual Wealth Management's FTXO Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 34% in Q2 2026, selling an estimated $3.12K and leaving 155 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #3283.

Northwestern Mutual Wealth Management first reported a position in FTXO in Q4 2017 and has held it in 8 quarters since. The position peaked at $42K in Q2 2022. 126 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

Northwestern Mutual Wealth Management held 155 shares of First Trust Nasdaq Bank ETF worth $6.41K as of Q2 2026.
Northwestern Mutual Wealth Management sold 80 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $3.12K.
First Trust Nasdaq Bank ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3283 holding.
Northwestern Mutual Wealth Management first reported a position in First Trust Nasdaq Bank ETF in Q4 2017 and has held it in 8 quarters since.
Northwestern Mutual Wealth Management's First Trust Nasdaq Bank ETF position peaked at $42K in Q2 2022.
126 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.