Pursue Wealth Partners’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Pursue Wealth Partners’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	$304K	Hold	7,361	–	–	0.17%	79
2026 Q1	$266K	Hold	7,361	–	–	0.16%	86
2025 Q4	$278K	Hold	7,361	–	–	0.14%	85
2025 Q3	$262K	Hold	7,361	–	–	0.14%	97
2025 Q2	$243K	Hold	7,361	–	–	0.14%	101
2025 Q1	$224K	Hold	7,361	–	–	0.14%	109
2024 Q4	$234K	Buy	+7,361	New	+$236K	0.13%	102
2023 Q1	–	Sell	-10,000	Closed	-$262K	–	99
2022 Q4	$262K	Sell	10,000 -12,000	-55%	-$327K	0.2%	85
2022 Q3	$570K	Hold	22,000	–	–	0.41%	56
2022 Q2	$573K	Hold	22,000	–	–	0.36%	59
2022 Q1	$665K	Hold	22,000	–	–	0.27%	73
2021 Q4	$722K	Buy	+22,000	New	+$745K	0.28%	75

Other funds holding FTXO

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return

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

Pursue Wealth Partners's FTXO Position: Q2 2026 in Review

Pursue Wealth Partners held its First Trust Nasdaq Bank ETF (FTXO) position steady in Q2 2026 at 7,361 shares worth $304K. The position accounts for 0.17% of the portfolio, ranked #79.

Pursue Wealth Partners first reported a position in FTXO in Q4 2021 and has held it in 12 quarters since. The position peaked at $722K in Q4 2021. 126 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

Pursue Wealth Partners held 7,361 shares of First Trust Nasdaq Bank ETF worth $304K as of Q2 2026.
Pursue Wealth Partners left its First Trust Nasdaq Bank ETF share count unchanged in Q2 2026.
First Trust Nasdaq Bank ETF made up 0.17% of Pursue Wealth Partners's portfolio in Q2 2026, its #79 holding.
Pursue Wealth Partners first reported a position in First Trust Nasdaq Bank ETF in Q4 2021 and has held it in 12 quarters since.
Pursue Wealth Partners's First Trust Nasdaq Bank ETF position peaked at $722K in Q4 2021.
126 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Pursue Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.