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Spire Wealth Management’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Spire Wealth 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 		$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

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

Spire Wealth Management's FTXO Position: Q2 2026 in Review

Spire Wealth Management increased its First Trust Nasdaq Bank ETF (FTXO) stake by 15% in Q2 2026, buying an estimated $1.36K and bringing the position to 265 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Spire Wealth Management first reported a position in FTXO in Q2 2021 and has held it in 21 quarters since. The position peaked at $355K in Q4 2021. 127 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • Spire Wealth Management held 265 shares of First Trust Nasdaq Bank ETF worth $11K as of Q2 2026.
  • Spire Wealth Management bought 35 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $1.36K.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1621 holding.
  • Spire Wealth Management first reported a position in First Trust Nasdaq Bank ETF in Q2 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's First Trust Nasdaq Bank ETF position peaked at $355K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.