Signature Equity Partners’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Signature Equity 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 Q2	$199K	Sell	4,806 -1,030	-18%	-$40.1K	0.09%	192
2026 Q1	$211K	Sell	5,836 -15,337	-72%	-$580K	0.11%	173
2025 Q4	$800K	Buy	+21,173	New	+$755K	0.44%	45

Other funds holding FTXO

LPL Financial San Diego, California $445B AUM 25.58% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Signature Equity Partners's FTXO Position: Q2 2026 in Review

Signature Equity Partners reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 18% in Q2 2026, selling an estimated $40.1K and leaving 4,806 shares worth $199K. The position accounts for 0.09% of the portfolio, ranked #192.

Signature Equity Partners first reported a position in FTXO in Q4 2025 and has held it in 3 quarters since. The position peaked at $800K in Q4 2025. 126 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

Signature Equity Partners held 4,806 shares of First Trust Nasdaq Bank ETF worth $199K as of Q2 2026.
Signature Equity Partners sold 1,030 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $40.1K.
First Trust Nasdaq Bank ETF made up 0.09% of Signature Equity Partners's portfolio in Q2 2026, its #192 holding.
Signature Equity Partners first reported a position in First Trust Nasdaq Bank ETF in Q4 2025 and has held it in 3 quarters since.
Signature Equity Partners's First Trust Nasdaq Bank ETF position peaked at $800K in Q4 2025.
126 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.