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 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

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 $237M AUM 24.02% 1-Year Est. Return

Realta Investment Advisors's FTXO Position: Q1 2026 in Review

Realta Investment Advisors opened a new position in First Trust Nasdaq Bank ETF (FTXO) in Q1 2026: 139 shares worth $5.03K. The stake represents ﹤0.01% of the portfolio and ranks #331 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in FTXO as recently as Q3 2024.

Realta Investment Advisors first reported a position in FTXO in Q3 2022 and has held it in 8 quarters since. The position peaked at $9K in Q3 2022. 122 funds tracked by Wall St. Rank hold FTXO as of Q1 2026.

Realta Investment Advisors held 139 shares of First Trust Nasdaq Bank ETF worth $5.03K as of Q1 2026.
First Trust Nasdaq Bank ETF was a new Realta Investment Advisors position in Q1 2026.
First Trust Nasdaq Bank ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q1 2026, its #331 holding.
Realta Investment Advisors first reported a position in First Trust Nasdaq Bank ETF in Q3 2022 and has held it in 8 quarters since.
Realta Investment Advisors's First Trust Nasdaq Bank ETF position peaked at $9K in Q3 2022.
122 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.