WFA
FTXH icon

WMG Financial Advisors’s First Trust Nasdaq Pharmaceuticals ETF FTXH Stock Holding History

WMG Financial Advisors’s Portfolio FTXH Stock Details FTXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,726
Closed -$306K – 137
2025
Q3 		$306K Sell
10,726
-94
-0.9% -$2.56K 0.1% 141
2025
Q2 		$277K Sell
10,820
-2,075
-16% -$52.5K 0.1% 143
2025
Q1 		$354K Sell
12,895
-398
-3% -$11K 0.15% 94
2024
Q4 		$358K Sell
13,293
-93
-0.7% -$2.61K 0.15% 98
2024
Q3 		$386K Hold
13,386
– – 0.17% 82
2024
Q2 		$365K Sell
13,386
-2,153
-14% -$57.7K 0.19% 77
2024
Q1 		$435K Sell
15,539
-1,539
-9% -$42.4K 0.25% 73
2023
Q4 		$455K Sell
17,078
-79
-0.5% -$1.99K 0.3% 65
2023
Q3 		$439K Sell
17,157
-22,036
-56% -$583K 0.37% 57
2023
Q2 		$1.03M Sell
39,193
-12,266
-24% -$324K 0.76% 29
2023
Q1 		$1.34M Buy
51,459
+11,386
+28% +$305K 1.11% 24
2022
Q4 		$1.1M Sell
40,073
-1,894
-5% -$50.4K 0.94% 31
2022
Q3 		$1.01M Buy
41,967
+9,800
+30% +$253K 0.91% 33
2022
Q2 		$848K Buy
+32,167
New +$850K 0.74% 38

Other funds holding FTXH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIM
Marshall Investment Management Littleton, Colorado $241M AUM 30.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

WMG Financial Advisors's FTXH Position: Q4 2025 in Review

WMG Financial Advisors sold out of First Trust Nasdaq Pharmaceuticals ETF (FTXH) in Q4 2025, closing a stake of 10,726 shares — an estimated $306K sold.

WMG Financial Advisors first reported a position in FTXH in Q2 2022 and held it in 14 quarters. The position peaked at $1.34M in Q1 2023. 26 funds tracked by Wall St. Rank hold FTXH as of Q4 2025.

  • WMG Financial Advisors reported no remaining First Trust Nasdaq Pharmaceuticals ETF position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 10,726 First Trust Nasdaq Pharmaceuticals ETF shares in Q4 2025, an estimated $306K.
  • WMG Financial Advisors first reported a position in First Trust Nasdaq Pharmaceuticals ETF in Q2 2022 and held it in 14 quarters.
  • WMG Financial Advisors's First Trust Nasdaq Pharmaceuticals ETF position peaked at $1.34M in Q1 2023.
  • 26 funds tracked by Wall St. Rank held First Trust Nasdaq Pharmaceuticals ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.