Wilmington Savings Fund Society’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Wilmington Savings Fund Society’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 Q3	–	Sell	-207	Closed	-$6.84K	–	1630
2025 Q2	$6.84K	Hold	207	–	–	﹤0.01%	1710
2025 Q1	$6.29K	Hold	207	–	–	﹤0.01%	1741
2024 Q4	$6.58K	Hold	207	–	–	﹤0.01%	1750
2024 Q3	$6.02K	Buy	+207	New	+$5.88K	﹤0.01%	1748

Other funds holding FTXO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wilmington Savings Fund Society's FTXO Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of First Trust Nasdaq Bank ETF (FTXO) in Q3 2025, closing a stake of 207 shares — an estimated $6.84K sold.

Wilmington Savings Fund Society first reported a position in FTXO in Q3 2024 and held it in 4 quarters. The position peaked at $6.84K in Q2 2025. 97 funds tracked by Wall St. Rank hold FTXO as of Q3 2025.

Wilmington Savings Fund Society reported no remaining First Trust Nasdaq Bank ETF position as of Q3 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 207 First Trust Nasdaq Bank ETF shares in Q3 2025, an estimated $6.84K.
Wilmington Savings Fund Society first reported a position in First Trust Nasdaq Bank ETF in Q3 2024 and held it in 4 quarters.
Wilmington Savings Fund Society's First Trust Nasdaq Bank ETF position peaked at $6.84K in Q2 2025.
97 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.