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Rossby Financial’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Rossby Financial’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 		$47.5K Buy
1,298
+433
+50% +$16.4K 0.01% 744
2025
Q4 		$32.7K Hold
865
– – 0.01% 625
2025
Q3 		$30.4K Buy
865
+517
+149% +$18K 0.01% 628
2025
Q2 		$11.5K Buy
348
+11
+3% +$331 ﹤0.01% 764
2025
Q1 		$9.7K Buy
+337
New +$10.9K ﹤0.01% 724

Other funds holding FTXO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $237M AUM 24.02% 1-Year Est. Return

Rossby Financial's FTXO Position: Q1 2026 in Review

Rossby Financial increased its First Trust Nasdaq Bank ETF (FTXO) stake by 50% in Q1 2026, buying an estimated $16.4K and bringing the position to 1,298 shares worth $47.5K. The position accounts for 0.01% of the portfolio, ranked #744.

Rossby Financial first reported a position in FTXO in Q1 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold FTXO as of Q1 2026.

  • Rossby Financial held 1,298 shares of First Trust Nasdaq Bank ETF worth $47.5K as of Q1 2026.
  • Rossby Financial bought 433 First Trust Nasdaq Bank ETF shares in Q1 2026, an estimated $16.4K.
  • First Trust Nasdaq Bank ETF made up 0.01% of Rossby Financial's portfolio in Q1 2026, its #744 holding.
  • Rossby Financial first reported a position in First Trust Nasdaq Bank ETF in Q1 2025 and has held it in 5 quarters since.
  • 122 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.