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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Pursue Wealth Partners's FTXO Position: Q1 2026 in Review

Pursue Wealth Partners held its First Trust Nasdaq Bank ETF (FTXO) position steady in Q1 2026 at 7,361 shares worth $266K. The position accounts for 0.16% of the portfolio, ranked #86.

Pursue Wealth Partners first reported a position in FTXO in Q4 2021 and has held it in 11 quarters since. The position peaked at $722K in Q4 2021. 122 funds tracked by Wall St. Rank hold FTXO as of Q1 2026.

Pursue Wealth Partners held 7,361 shares of First Trust Nasdaq Bank ETF worth $266K as of Q1 2026.
Pursue Wealth Partners left its First Trust Nasdaq Bank ETF share count unchanged in Q1 2026.
First Trust Nasdaq Bank ETF made up 0.16% of Pursue Wealth Partners's portfolio in Q1 2026, its #86 holding.
Pursue Wealth Partners first reported a position in First Trust Nasdaq Bank ETF in Q4 2021 and has held it in 11 quarters since.
Pursue Wealth Partners's First Trust Nasdaq Bank ETF position peaked at $722K in Q4 2021.
122 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.