Realta Investment Advisors’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Realta Investment Advisors’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	$53.9K	Buy	+1,393	New	+$58.4K	0.02%	262
2026 Q2	–	Sell	-139	Closed	-$5.03K	–	386
2026 Q1	$5.03K	Buy	+139	New	+$5.26K	﹤0.01%	331
2024 Q4	–	Sell	-138	Closed	-$4.19K	–	363
2024 Q3	$4.19K	Sell	138 -41	-23%	-$1.17K	﹤0.01%	323
2024 Q2	$4.75K	Hold	179	–	–	﹤0.01%	724
2024 Q1	$4.86K	Buy	+179	New	+$4.53K	﹤0.01%	743
2023 Q4	–	Sell	-336	Closed	-$7.13K	–	546
2023 Q3	$7.13K	Hold	336	–	–	﹤0.01%	695
2023 Q2	$7.13K	Buy	+336	New	+$7.03K	﹤0.01%	749
2023 Q1	–	Sell	-336	Closed	-$8.8K	–	553
2022 Q4	$8.8K	Hold	336	–	–	﹤0.01%	725
2022 Q3	$9K	Buy	+336	New	+$9.4K	﹤0.01%	704

Other funds holding FTXO

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

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

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

ANBT

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

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

DCM

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

Realta Investment Advisors's FTXO Position: Q3 2026 in Review

Realta Investment Advisors opened a new position in First Trust Nasdaq Bank ETF (FTXO) in Q3 2026: 1,393 shares worth $53.9K. The stake represents 0.02% of the portfolio and ranks #262 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in FTXO as recently as Q1 2026.

Realta Investment Advisors first reported a position in FTXO in Q3 2022 and has held it in 9 quarters since. 7 funds tracked by Wall St. Rank hold FTXO as of Q3 2026.

Realta Investment Advisors held 1,393 shares of First Trust Nasdaq Bank ETF worth $53.9K as of Q3 2026.
First Trust Nasdaq Bank ETF was a new Realta Investment Advisors position in Q3 2026.
First Trust Nasdaq Bank ETF made up 0.02% of Realta Investment Advisors's portfolio in Q3 2026, its #262 holding.
Realta Investment Advisors first reported a position in First Trust Nasdaq Bank ETF in Q3 2022 and has held it in 9 quarters since.
7 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.