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Wealthspire Advisors (New York)’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-117
Closed -$4.17K – 1729
2025
Q3 		$4.17K Buy
+117
New +$4.07K ﹤0.01% 2395

Other funds holding FTXO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealthspire Advisors (New York)'s FTXO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Trust Nasdaq Bank ETF (FTXO) in Q4 2025, closing a stake of 117 shares — an estimated $4.17K sold.

Wealthspire Advisors (New York) first reported a position in FTXO in Q3 2025 and held it in 1 quarter. The position peaked at $4.17K in Q3 2025. 115 funds tracked by Wall St. Rank hold FTXO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining First Trust Nasdaq Bank ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 117 First Trust Nasdaq Bank ETF shares in Q4 2025, an estimated $4.17K.
  • Wealthspire Advisors (New York) first reported a position in First Trust Nasdaq Bank ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s First Trust Nasdaq Bank ETF position peaked at $4.17K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.