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

Puff 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 		$786K Buy
+19,015
New +$741K 0.8% 38
2025
Q4 		$857K Sell
22,393
-5,949
-21% -$212K 1.11% 32
2025
Q3 		$1.01M Sell
28,342
-123
-0.4% -$4.28K 1.53% 22
2025
Q2 		$940K Sell
28,465
-3,683
-11% -$111K 0.68% 41
2025
Q1 		$977K Buy
32,148
+2,030
+7% +$65.8K 0.92% 34
2024
Q4 		$958K Buy
+30,118
New +$966K 1.67% 19

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

Puff Wealth Management's FTXO Position: Q2 2026 in Review

Puff Wealth Management opened a new position in First Trust Nasdaq Bank ETF (FTXO) in Q2 2026: 19,015 shares worth $786K. The stake represents 0.8% of the portfolio and ranks #38 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in FTXO as recently as Q4 2025.

Puff Wealth Management first reported a position in FTXO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q3 2025. 127 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • Puff Wealth Management held 19,015 shares of First Trust Nasdaq Bank ETF worth $786K as of Q2 2026.
  • First Trust Nasdaq Bank ETF was a new Puff Wealth Management position in Q2 2026.
  • First Trust Nasdaq Bank ETF made up 0.8% of Puff Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Puff Wealth Management first reported a position in First Trust Nasdaq Bank ETF in Q4 2024 and has held it in 6 quarters since.
  • Puff Wealth Management's First Trust Nasdaq Bank ETF position peaked at $1.01M in Q3 2025.
  • 127 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.