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Pinnacle Family Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Pinnacle Family 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
2026
Q1 		– Sell
-6,410
Closed -$242K – 139
2025
Q4 		$242K Sell
6,410
-28
-0.4% -$998 0.11% 127
2025
Q3 		$229K Sell
6,438
-167
-3% -$5.81K 0.1% 114
2025
Q2 		$218K Buy
+6,605
New +$199K 0.11% 120
2024
Q1 		– Sell
-8,896
Closed -$225K – 102
2023
Q4 		$225K Buy
+8,896
New +$195K 0.13% 89
2023
Q3 		– Sell
-9,772
Closed -$207K – 95
2023
Q2 		$207K Sell
9,772
-11,168
-53% -$234K 0.11% 96
2023
Q1 		$445K Buy
20,940
+8,210
+64% +$215K 0.27% 68
2022
Q4 		$334K Sell
12,730
-270
-2% -$7.36K 0.24% 71
2022
Q3 		$337K Buy
13,000
+468
+4% +$13.1K 0.29% 59
2022
Q2 		$326K Buy
12,532
+1,095
+10% +$31.4K 0.27% 66
2022
Q1 		$363K Buy
11,437
+4,186
+58% +$143K 0.19% 83
2021
Q4 		$238K Buy
7,251
+1,018
+16% +$34.5K 0.11% 95
2021
Q3 		$203K Buy
+6,233
New +$194K 0.09% 139

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

Pinnacle Family Advisors's FTXO Position: Q1 2026 in Review

Pinnacle Family Advisors sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2026, closing a stake of 6,410 shares — an estimated $242K sold.

Pinnacle Family Advisors first reported a position in FTXO in Q3 2021 and held it in 12 quarters. The position peaked at $445K in Q1 2023. 122 funds tracked by Wall St. Rank hold FTXO as of Q1 2026.

  • Pinnacle Family Advisors reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Family Advisors sold 6,410 First Trust Nasdaq Bank ETF shares in Q1 2026, an estimated $242K.
  • Pinnacle Family Advisors first reported a position in First Trust Nasdaq Bank ETF in Q3 2021 and held it in 12 quarters.
  • Pinnacle Family Advisors's First Trust Nasdaq Bank ETF position peaked at $445K in Q1 2023.
  • 122 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.