Regal Investment Advisors’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

Regal Investment Advisors’s Portfolio FTXR Stock Details FTXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$389K	Buy	+8,532	New	+$361K	0.02%	508
2022 Q3	–	Sell	-21,491	Closed	-$544K	–	505
2022 Q2	$544K	Sell	21,491 -3,869	-15%	-$109K	0.06%	269
2022 Q1	$819K	Sell	25,360 -514	-2%	-$16.6K	0.08%	243
2021 Q4	$894K	Buy	25,874 +2,549	+11%	+$86.3K	0.08%	259
2021 Q3	$719K	Buy	23,325 +3,369	+17%	+$108K	0.07%	287
2021 Q2	$678K	Buy	+19,956	New	+$674K	0.07%	285
2021 Q1	–	Sell	-14,015	Closed	-$393K	–	172
2020 Q4	$393K	Buy	+14,015	New	+$366K	0.04%	317

Other funds holding FTXR

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

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

Regal Investment Advisors's FTXR Position: Q2 2026 in Review

Regal Investment Advisors opened a new position in First Trust Nasdaq Transportation ETF (FTXR) in Q2 2026: 8,532 shares worth $389K. The stake represents 0.02% of the portfolio and ranks #508 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in FTXR as recently as Q2 2022.

Regal Investment Advisors first reported a position in FTXR in Q4 2020 and has held it in 7 quarters since. The position peaked at $894K in Q4 2021. 63 funds tracked by Wall St. Rank hold FTXR as of Q2 2026.

Regal Investment Advisors held 8,532 shares of First Trust Nasdaq Transportation ETF worth $389K as of Q2 2026.
First Trust Nasdaq Transportation ETF was a new Regal Investment Advisors position in Q2 2026.
First Trust Nasdaq Transportation ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #508 holding.
Regal Investment Advisors first reported a position in First Trust Nasdaq Transportation ETF in Q4 2020 and has held it in 7 quarters since.
Regal Investment Advisors's First Trust Nasdaq Transportation ETF position peaked at $894K in Q4 2021.
63 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.