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Prospera Financial Services’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Prospera Financial Services’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 		$1.4M Sell
33,967
-774
-2% -$30.1K 0.02% 630
2026
Q1 		$1.26M Buy
34,741
+1,433
+4% +$54.2K 0.02% 629
2025
Q4 		$1.26M Sell
33,308
-21,698
-39% -$774K 0.02% 614
2025
Q3 		$1.96M Buy
55,006
+3,110
+6% +$108K 0.03% 479
2025
Q2 		$1.71M Buy
51,896
+38
+0.1% +$1.14K 0.03% 504
2025
Q1 		$1.58M Buy
51,858
+1,371
+3% +$44.4K 0.04% 438
2024
Q4 		$1.61M Buy
50,487
+39,533
+361% +$1.27M 0.04% 415
2024
Q3 		$319K Buy
10,954
+11
+0.1% +$313 0.01% 899
2024
Q2 		$291K Sell
10,943
-43
-0.4% -$1.13K 0.01% 933
2024
Q1 		$298K Sell
10,986
-1,017
-8% -$25.7K 0.01% 904
2023
Q4 		$303K Sell
12,003
-412
-3% -$9.02K 0.01% 841
2023
Q3 		$257K Sell
12,415
-1,434
-10% -$31.6K 0.01% 861
2023
Q2 		$294K Sell
13,849
-675
-5% -$14.1K 0.01% 804
2023
Q1 		$309K Buy
14,524
+64
+0.4% +$1.68K 0.01% 773
2022
Q4 		$379K Sell
14,460
-2,299
-14% -$62.6K 0.02% 619
2022
Q3 		$434K Buy
16,759
+114
+0.7% +$3.19K 0.02% 555
2022
Q2 		$434K Sell
16,645
-715
-4% -$20.5K 0.02% 557
2022
Q1 		$552K Buy
17,360
+1,672
+11% +$57.2K 0.02% 572
2021
Q4 		$516K Buy
15,688
+1,426
+10% +$48.3K 0.02% 561
2021
Q3 		$466K Buy
14,262
+662
+5% +$20.6K 0.02% 554
2021
Q2 		$422K Buy
13,600
+2,453
+22% +$78.4K 0.02% 569
2021
Q1 		$348K Buy
+11,147
New +$321K 0.02% 578
2020
Q4 		– Sell
-255
Closed -$4K – 999
2020
Q3 		$4K Buy
+255
New +$4.51K ﹤0.01% 1325
2020
Q2 		– Sell
-13,369
Closed -$209K – 581
2020
Q1 		$209K Buy
13,369
+5,375
+67% +$127K 0.02% 459
2019
Q4 		$225K Hold
7,994
– – 0.02% 542
2019
Q3 		$205K Hold
7,994
– – 0.02% 514
2019
Q2 		$203K Sell
7,994
-17,162
-68% -$434K 0.02% 491
2019
Q1 		$642K Sell
25,156
-1,547
-6% -$39.1K 0.21% 137
2018
Q4 		$595K Sell
26,703
-12,347
-32% -$317K 0.12% 169
2018
Q3 		$1.11M Sell
39,050
-29,344
-43% -$862K 0.21% 116
2018
Q2 		$1.95M Buy
68,394
+8,669
+15% +$259K 0.26% 73
2018
Q1 		$1.77M Buy
59,725
+15,837
+36% +$490K 0.25% 87
2017
Q4 		$1.3M Buy
43,888
+3,624
+9% +$103K 0.2% 110
2017
Q3 		$1.11M Buy
40,264
+1,496
+4% +$39.4K 0.17% 122
2017
Q2 		$1.03M Buy
38,768
+18,799
+94% +$482K 0.17% 124
2017
Q1 		$513K Buy
+19,969
New +$532K 0.09% 189

Other funds holding FTXO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return
NA
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

Prospera Financial Services's FTXO Position: Q2 2026 in Review

Prospera Financial Services reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 2.2% in Q2 2026, selling an estimated $30.1K and leaving 33,967 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #630.

Prospera Financial Services first reported a position in FTXO in Q1 2017 and has held it in 36 quarters since. The position peaked at $1.96M in Q3 2025. 127 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • Prospera Financial Services held 33,967 shares of First Trust Nasdaq Bank ETF worth $1.4M as of Q2 2026.
  • Prospera Financial Services sold 774 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $30.1K.
  • First Trust Nasdaq Bank ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #630 holding.
  • Prospera Financial Services first reported a position in First Trust Nasdaq Bank ETF in Q1 2017 and has held it in 36 quarters since.
  • Prospera Financial Services's First Trust Nasdaq Bank ETF position peaked at $1.96M in Q3 2025.
  • 127 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.