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 Q3	$643K	Sell	16,621 -2,394	-13%	-$100K	0.61%	43
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Puff Wealth Management's FTXO Position: Q3 2026 in Review

Puff Wealth Management reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 13% in Q3 2026, selling an estimated $100K and leaving 16,621 shares worth $643K. The position accounts for 0.61% of the portfolio, ranked #43.

Puff Wealth Management first reported a position in FTXO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q3 2025. 6 funds tracked by Wall St. Rank hold FTXO as of Q3 2026.

Puff Wealth Management held 16,621 shares of First Trust Nasdaq Bank ETF worth $643K as of Q3 2026.
Puff Wealth Management sold 2,394 First Trust Nasdaq Bank ETF shares in Q3 2026, an estimated $100K.
First Trust Nasdaq Bank ETF made up 0.61% of Puff Wealth Management's portfolio in Q3 2026, its #43 holding.
Puff Wealth Management first reported a position in First Trust Nasdaq Bank ETF in Q4 2024 and has held it in 7 quarters since.
Puff Wealth Management's First Trust Nasdaq Bank ETF position peaked at $1.01M in Q3 2025.
6 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.