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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
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

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 $280M AUM 29.59% 1-Year Est. Return

Smartleaf Asset Management's FTXO Position: Q1 2026 in Review

Smartleaf Asset Management reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 26% in Q1 2026, selling an estimated $5.48K and leaving 417 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Smartleaf Asset Management first reported a position in FTXO in Q3 2025 and has held it in 3 quarters since. The position peaked at $21.4K in Q4 2025. 122 funds tracked by Wall St. Rank hold FTXO as of Q1 2026.

  • Smartleaf Asset Management held 417 shares of First Trust Nasdaq Bank ETF worth $14.6K as of Q1 2026.
  • Smartleaf Asset Management sold 145 First Trust Nasdaq Bank ETF shares in Q1 2026, an estimated $5.48K.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2134 holding.
  • Smartleaf Asset Management first reported a position in First Trust Nasdaq Bank ETF in Q3 2025 and has held it in 3 quarters since.
  • Smartleaf Asset Management's First Trust Nasdaq Bank ETF position peaked at $21.4K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.