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

Topsail 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
Q1 		$14.5K Hold
400
– – ﹤0.01% 261
2025
Q4 		$15.1K Hold
400
– – ﹤0.01% 239
2025
Q3 		$14.2K Hold
400
– – ﹤0.01% 229
2025
Q2 		$13.2K Sell
400
-200
-33% -$6.02K ﹤0.01% 218
2025
Q1 		$18.2K Sell
600
-50
-8% -$1.62K ﹤0.01% 201
2024
Q4 		$20.7K Buy
+650
New +$20.9K ﹤0.01% 180

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

Topsail Wealth Management's FTXO Position: Q1 2026 in Review

Topsail Wealth Management held its First Trust Nasdaq Bank ETF (FTXO) position steady in Q1 2026 at 400 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Topsail Wealth Management first reported a position in FTXO in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.7K in Q4 2024. 122 funds tracked by Wall St. Rank hold FTXO as of Q1 2026.

  • Topsail Wealth Management held 400 shares of First Trust Nasdaq Bank ETF worth $14.5K as of Q1 2026.
  • Topsail Wealth Management left its First Trust Nasdaq Bank ETF share count unchanged in Q1 2026.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of Topsail Wealth Management's portfolio in Q1 2026, its #261 holding.
  • Topsail Wealth Management first reported a position in First Trust Nasdaq Bank ETF in Q4 2024 and has held it in 6 quarters since.
  • Topsail Wealth Management's First Trust Nasdaq Bank ETF position peaked at $20.7K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.