Spire Wealth Management’s First Trust Nasdaq Bank ETF FTXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11K | Buy |
265
+35
| +15% | +$1.36K | ﹤0.01% | 1621 |
|
|
2026
Q1 | $8.33K | Buy |
230
+189
| +461% | +$7.15K | ﹤0.01% | 1677 |
|
|
2025
Q4 | $1.56K | Hold |
41
| – | – | ﹤0.01% | 2140 |
|
|
2025
Q3 | $1.47K | Sell |
41
-9
| -18% | -$313 | ﹤0.01% | 2211 |
|
|
2025
Q2 | $1.66K | Hold |
50
| – | – | ﹤0.01% | 2209 |
|
|
2025
Q1 | $1.53K | Hold |
50
| – | – | ﹤0.01% | 2321 |
|
|
2024
Q4 | $1.6K | Hold |
50
| – | – | ﹤0.01% | 2293 |
|
|
2024
Q3 | $1.46K | Hold |
50
| – | – | ﹤0.01% | 2051 |
|
|
2024
Q2 | $1.33K | Hold |
50
| – | – | ﹤0.01% | 2076 |
|
|
2024
Q1 | $1.36K | Hold |
50
| – | – | ﹤0.01% | 2159 |
|
|
2023
Q4 | $1.24K | Sell |
50
-400
| -89% | -$8.76K | ﹤0.01% | 2225 |
|
|
2023
Q3 | $9.3K | Sell |
450
-82
| -15% | -$1.81K | ﹤0.01% | 1757 |
|
|
2023
Q2 | $11.3K | Sell |
532
-22
| -4% | -$460 | ﹤0.01% | 1775 |
|
|
2023
Q1 | $11.8K | Sell |
554
-616
| -53% | -$16.1K | ﹤0.01% | 1788 |
|
|
2022
Q4 | $31K | Buy |
1,170
+640
| +121% | +$17.4K | ﹤0.01% | 1181 |
|
|
2022
Q3 | $14K | Sell |
530
-2,418
| -82% | -$67.7K | ﹤0.01% | 1462 |
|
|
2022
Q2 | $77K | Sell |
2,948
-7,653
| -72% | -$220K | ﹤0.01% | 1128 |
|
|
2022
Q1 | $337K | Sell |
10,601
-197
| -2% | -$6.74K | 0.01% | 686 |
|
|
2021
Q4 | $355K | Buy |
10,798
+597
| +6% | +$20.2K | 0.01% | 830 |
|
|
2021
Q3 | $333K | Buy |
10,201
+2,809
| +38% | +$87.5K | 0.01% | 720 |
|
|
2021
Q2 | $229K | Buy |
+7,392
| New | +$236K | 0.01% | 885 |
|
Other funds holding FTXO
PFS
PWM
IFG
TSMHT
SIC
HWA