SPIA
FTXO icon

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
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

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 $237M AUM 24.02% 1-Year Est. Return

Steward Partners Investment Advisory's FTXO Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 5.9% in Q1 2026, selling an estimated $3.44K and leaving 1,452 shares worth $52.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2753.

Steward Partners Investment Advisory first reported a position in FTXO in Q3 2018 and has held it in 19 quarters since. The position peaked at $58.3K in Q4 2025. 122 funds tracked by Wall St. Rank hold FTXO as of Q1 2026.

  • Steward Partners Investment Advisory held 1,452 shares of First Trust Nasdaq Bank ETF worth $52.5K as of Q1 2026.
  • Steward Partners Investment Advisory sold 91 First Trust Nasdaq Bank ETF shares in Q1 2026, an estimated $3.44K.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2753 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Nasdaq Bank ETF in Q3 2018 and has held it in 19 quarters since.
  • Steward Partners Investment Advisory's First Trust Nasdaq Bank ETF position peaked at $58.3K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.