Wealth Enhancement Advisory Services
FTXO icon

Wealth Enhancement Advisory Services’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Wealth Enhancement Advisory Services’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 		$351K Buy
8,326
+394
+5% +$15.3K ﹤0.01% 3050
2026
Q1 		$291K Sell
7,932
-1,622
-17% -$61.3K ﹤0.01% 2811
2025
Q4 		$377K Sell
9,554
-1,597
-14% -$56.9K ﹤0.01% 2714
2025
Q3 		$392K Sell
11,151
-630
-5% -$21.9K ﹤0.01% 2563
2025
Q2 		$409K Sell
11,781
-1,699
-13% -$51.1K ﹤0.01% 2374
2025
Q1 		$410K Sell
13,480
-749
-5% -$24.3K ﹤0.01% 2185
2024
Q4 		$453K Buy
+14,229
New +$457K ﹤0.01% 2058

Other funds holding FTXO

PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Wealth Enhancement Advisory Services's FTXO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust Nasdaq Bank ETF (FTXO) stake by 5% in Q2 2026, buying an estimated $15.3K and bringing the position to 8,326 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #3050.

Wealth Enhancement Advisory Services first reported a position in FTXO in Q4 2024 and has held it in 7 quarters since. The position peaked at $453K in Q4 2024. 17 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 8,326 shares of First Trust Nasdaq Bank ETF worth $351K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 394 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $15.3K.
  • First Trust Nasdaq Bank ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3050 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Nasdaq Bank ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's First Trust Nasdaq Bank ETF position peaked at $453K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.