Principal Securities’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

Principal Securities’s Portfolio FTXR Stock Details FTXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-606	Closed	-$21.2K	–	2166
2025 Q3	$21.2K	Buy	606 +2	+0.3%	+$68	﹤0.01%	2374
2025 Q2	$19.1K	Buy	+604	New	+$18.1K	﹤0.01%	2342

Other funds holding FTXR

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Principal Securities's FTXR Position: Q4 2025 in Review

Principal Securities sold out of First Trust Nasdaq Transportation ETF (FTXR) in Q4 2025, closing a stake of 606 shares — an estimated $21.2K sold.

Principal Securities first reported a position in FTXR in Q2 2025 and held it in 2 quarters. The position peaked at $21.2K in Q3 2025. 34 funds tracked by Wall St. Rank hold FTXR as of Q4 2025.

Principal Securities reported no remaining First Trust Nasdaq Transportation ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 606 First Trust Nasdaq Transportation ETF shares in Q4 2025, an estimated $21.2K.
Principal Securities first reported a position in First Trust Nasdaq Transportation ETF in Q2 2025 and held it in 2 quarters.
Principal Securities's First Trust Nasdaq Transportation ETF position peaked at $21.2K in Q3 2025.
34 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.