WealthShield Partners’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

WealthShield Partners’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	–	Sell	-449	Closed	-$16.2K	–	472
2026 Q1	$16.2K	Buy	449 +9	+2%	+$340	﹤0.01%	512
2025 Q4	$16.6K	Hold	440	–	–	﹤0.01%	492
2025 Q3	$15.7K	Hold	440	–	–	﹤0.01%	491
2025 Q2	$14.5K	Hold	440	–	–	﹤0.01%	484
2025 Q1	$13.4K	Hold	440	–	–	﹤0.01%	473
2024 Q4	$14K	Hold	440	–	–	﹤0.01%	436
2024 Q3	$12.8K	Hold	440	–	–	﹤0.01%	441
2024 Q2	$11.7K	Hold	440	–	–	﹤0.01%	420
2024 Q1	$11.9K	Hold	440	–	–	﹤0.01%	418
2023 Q4	$11.1K	Hold	440	–	–	﹤0.01%	433
2023 Q3	$9.1K	Hold	440	–	–	﹤0.01%	441
2023 Q2	$9.34K	Hold	440	–	–	﹤0.01%	443
2023 Q1	$9.35K	Buy	+440	New	+$11.5K	﹤0.01%	444
2021 Q3	–	Sell	-440	Closed	-$14K	–	420
2021 Q2	$14K	Hold	440	–	–	﹤0.01%	705
2021 Q1	$14K	Buy	+440	New	+$12.7K	﹤0.01%	737
2018 Q4	–	Sell	-1,640	Closed	-$46K	–	256
2018 Q3	$46K	Buy	1,640 +840	+105%	+$24.7K	0.03%	170
2018 Q2	$23K	Hold	800	–	–	0.01%	179
2018 Q1	$24K	Buy	+800	New	+$24.8K	0.02%	172

Other funds holding FTXO

LPL Financial San Diego, California $445B AUM 25.58% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TradeWell Securities Fort Wayne, Indiana $296M AUM 22% 1-Year Est. Return

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

WealthShield Partners's FTXO Position: Q2 2026 in Review

WealthShield Partners sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2026, closing a stake of 449 shares — an estimated $16.2K sold.

WealthShield Partners first reported a position in FTXO in Q1 2018 and held it in 18 quarters. The position peaked at $46K in Q3 2018. 127 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

WealthShield Partners reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 449 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $16.2K.
WealthShield Partners first reported a position in First Trust Nasdaq Bank ETF in Q1 2018 and held it in 18 quarters.
WealthShield Partners's First Trust Nasdaq Bank ETF position peaked at $46K in Q3 2018.
127 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.