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Smartleaf Asset Management’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Smartleaf Asset Management’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 		$17.3K Hold
417
– – ﹤0.01% 2088
2026
Q1 		$14.6K Sell
417
-145
-26% -$5.48K ﹤0.01% 2134
2025
Q4 		$21.4K Buy
562
+390
+227% +$13.9K ﹤0.01% 1991
2025
Q3 		$6.17K Buy
+172
New +$5.99K ﹤0.01% 2305

Other funds holding FTXO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return
NA
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

Smartleaf Asset Management's FTXO Position: Q2 2026 in Review

Smartleaf Asset Management held its First Trust Nasdaq Bank ETF (FTXO) position steady in Q2 2026 at 417 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2088.

Smartleaf Asset Management first reported a position in FTXO in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.4K in Q4 2025. 126 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • Smartleaf Asset Management held 417 shares of First Trust Nasdaq Bank ETF worth $17.3K as of Q2 2026.
  • Smartleaf Asset Management left its First Trust Nasdaq Bank ETF share count unchanged in Q2 2026.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2088 holding.
  • Smartleaf Asset Management first reported a position in First Trust Nasdaq Bank ETF in Q3 2025 and has held it in 4 quarters since.
  • Smartleaf Asset Management's First Trust Nasdaq Bank ETF position peaked at $21.4K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.