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Sound Income Strategies’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Sound Income Strategies’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 		– Sell
-2,045
Closed -$74.8K – 1188
2026
Q1 		$74.8K Buy
2,045
+1,938
+1,811% +$73.3K ﹤0.01% 692
2025
Q4 		$4.11K Buy
+107
New +$3.81K ﹤0.01% 1896
2025
Q3 		– Hold
0
– – – 1692
2025
Q2 		– Hold
0
– – – 1601
2025
Q1 		– Hold
0
– – – 1549
2024
Q4 		– Hold
0
– – – 1463
2024
Q3 		– Hold
0
– – – 1398
2024
Q2 		– Sell
-24
Closed -$631 – 1371
2024
Q1 		$654 Buy
+24
New +$607 ﹤0.01% 1209
2023
Q4 		– Hold
0
– – – 1314
2023
Q3 		– Sell
-77
Closed -$1.7K – 1147
2023
Q2 		$1.65K Buy
+77
New +$1.61K ﹤0.01% 907

Other funds holding FTXO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Sound Income Strategies's FTXO Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2026, closing a stake of 2,045 shares — an estimated $74.8K sold.

Sound Income Strategies first reported a position in FTXO in Q2 2023 and held it in 4 quarters. The position peaked at $74.8K in Q1 2026. 90 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • Sound Income Strategies reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2,045 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $74.8K.
  • Sound Income Strategies first reported a position in First Trust Nasdaq Bank ETF in Q2 2023 and held it in 4 quarters.
  • Sound Income Strategies's First Trust Nasdaq Bank ETF position peaked at $74.8K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.