Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Steward Partners Investment Advisory’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 		$52.9K Sell
1,280
-172
-12% -$6.7K ﹤0.01% 2913
2026
Q1 		$52.5K Sell
1,452
-91
-6% -$3.44K ﹤0.01% 2753
2025
Q4 		$58.3K Buy
1,543
+165
+12% +$5.88K ﹤0.01% 2589
2025
Q3 		$49.1K Hold
1,378
– – ﹤0.01% 2621
2025
Q2 		$45.5K Buy
1,378
+794
+136% +$23.9K ﹤0.01% 2527
2025
Q1 		$17.8K Hold
584
– – ﹤0.01% 2861
2024
Q4 		$18.6K Buy
+584
New +$18.7K ﹤0.01% 2836
2023
Q4 		– Sell
-150
Closed -$3.1K – 3507
2023
Q3 		$3.1K Hold
150
– – ﹤0.01% 2972
2023
Q2 		$3.18K Sell
150
-100
-40% -$2.09K ﹤0.01% 2932
2023
Q1 		$5.32K Sell
250
-1,795
-88% -$47K ﹤0.01% 2772
2022
Q4 		$53.6K Buy
2,045
+1,795
+718% +$48.9K ﹤0.01% 1807
2022
Q3 		$6K Sell
250
-92
-27% -$2.58K ﹤0.01% 2695
2022
Q2 		$9K Sell
342
-274
-44% -$7.86K ﹤0.01% 2548
2022
Q1 		$20K Buy
616
+245
+66% +$8.38K ﹤0.01% 2361
2021
Q4 		$12K Buy
371
+121
+48% +$4.1K ﹤0.01% 2527
2021
Q3 		$8K Sell
250
-1,250
-83% -$38.9K ﹤0.01% 2671
2021
Q2 		$47K Buy
+1,500
New +$48K ﹤0.01% 3526
2020
Q1 		– Sell
-1,000
Closed -$28K – 2565
2019
Q4 		$28K Hold
1,000
– – ﹤0.01% 1644
2019
Q3 		$25K Buy
+1,000
New +$25.1K ﹤0.01% 1642
2018
Q4 		– Sell
-625
Closed -$17K – 1275
2018
Q3 		$17K Buy
+625
New +$18.4K ﹤0.01% 1628

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 22.9% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return
NewEdge Advisors
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

Steward Partners Investment Advisory's FTXO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 12% in Q2 2026, selling an estimated $6.7K and leaving 1,280 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2913.

Steward Partners Investment Advisory first reported a position in FTXO in Q3 2018 and has held it in 20 quarters since. The position peaked at $58.3K in Q4 2025. 126 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • Steward Partners Investment Advisory held 1,280 shares of First Trust Nasdaq Bank ETF worth $52.9K as of Q2 2026.
  • Steward Partners Investment Advisory sold 172 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $6.7K.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2913 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Nasdaq Bank ETF in Q3 2018 and has held it in 20 quarters since.
  • Steward Partners Investment Advisory's First Trust Nasdaq Bank ETF position peaked at $58.3K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.