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Synergy Investment Management’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Synergy Investment 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
Q1 		$55.5K Buy
+1,534
New +$58K 0.02% 273
2025
Q2 		– Sell
-2,118
Closed -$64.4K – 269
2025
Q1 		$64.4K Buy
+2,118
New +$68.6K 0.03% 210

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

Synergy Investment Management's FTXO Position: Q1 2026 in Review

Synergy Investment Management opened a new position in First Trust Nasdaq Bank ETF (FTXO) in Q1 2026: 1,534 shares worth $55.5K. The stake represents 0.02% of the portfolio and ranks #273 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in FTXO as recently as Q1 2025.

Synergy Investment Management first reported a position in FTXO in Q1 2025 and has held it in 2 quarters since. The position peaked at $64.4K in Q1 2025. 122 funds tracked by Wall St. Rank hold FTXO as of Q1 2026.

  • Synergy Investment Management held 1,534 shares of First Trust Nasdaq Bank ETF worth $55.5K as of Q1 2026.
  • First Trust Nasdaq Bank ETF was a new Synergy Investment Management position in Q1 2026.
  • First Trust Nasdaq Bank ETF made up 0.02% of Synergy Investment Management's portfolio in Q1 2026, its #273 holding.
  • Synergy Investment Management first reported a position in First Trust Nasdaq Bank ETF in Q1 2025 and has held it in 2 quarters since.
  • Synergy Investment Management's First Trust Nasdaq Bank ETF position peaked at $64.4K in Q1 2025.
  • 122 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.