OneDigital Investment Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

OneDigital Investment Advisors’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
2025 Q2	–	Sell	-7,106	Closed	-$216K	–	1473
2025 Q1	$216K	Buy	+7,106	New	+$230K	﹤0.01%	1291
2022 Q1	–	Sell	-17,361	Closed	-$570K	–	789
2021 Q4	$570K	Buy	17,361 +108	+0.6%	+$3.66K	0.02%	414
2021 Q3	$563K	Sell	17,253 -1,466	-8%	-$45.7K	0.02%	389
2021 Q2	$581K	Buy	+18,719	New	+$599K	0.02%	371
2019 Q1	–	Sell	-69,367	Closed	-$1.54M	–	1148
2018 Q4	$1.54M	Buy	+69,367	New	+$1.78M	0.26%	81

Other funds holding FTXO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OneDigital Investment Advisors's FTXO Position: Q2 2025 in Review

OneDigital Investment Advisors sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2025, closing a stake of 7,106 shares — an estimated $216K sold.

OneDigital Investment Advisors first reported a position in FTXO in Q4 2018 and held it in 5 quarters. The position peaked at $1.54M in Q4 2018. 98 funds tracked by Wall St. Rank hold FTXO as of Q2 2025.

OneDigital Investment Advisors reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 7,106 First Trust Nasdaq Bank ETF shares in Q2 2025, an estimated $216K.
OneDigital Investment Advisors first reported a position in First Trust Nasdaq Bank ETF in Q4 2018 and held it in 5 quarters.
OneDigital Investment Advisors's First Trust Nasdaq Bank ETF position peaked at $1.54M in Q4 2018.
98 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2025.

Based on OneDigital Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.