Summit Financial’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

Summit Financial’s Portfolio FTXR Stock Details FTXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.62M	Buy	+189,165	New	+$8.01M	0.09%	214

Other funds holding FTXR

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Financial's FTXR Position: Q2 2026 in Review

Summit Financial opened a new position in First Trust Nasdaq Transportation ETF (FTXR) in Q2 2026: 189,165 shares worth $8.62M. The stake represents 0.09% of the portfolio and ranks #214 among its holdings.

60 funds tracked by Wall St. Rank hold FTXR as of Q2 2026.

Summit Financial held 189,165 shares of First Trust Nasdaq Transportation ETF worth $8.62M as of Q2 2026.
First Trust Nasdaq Transportation ETF was a new Summit Financial position in Q2 2026.
First Trust Nasdaq Transportation ETF made up 0.09% of Summit Financial's portfolio in Q2 2026, its #214 holding.
60 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.