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First Tr Exchange Traded Fd nasdaq bk etf shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchange Traded Fd nasdaq bk etf (FTXO) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in First Tr Exchange Traded Fd nasdaq bk etf

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd nasdaq bk etf held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd nasdaq bk etf by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 460 35.61
2025-06-30 $15k 460 33.03
2025-03-31 $14k 460 30.40
2024-12-31 $15k 460 31.81

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding First Tr Exchange Traded Fd nasdaq bk etf

LPL Financial
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
UBS Group
Raymond James Financial
TradeWell Securities
Cambridge Investment Research Advisors
Cetera Investment Advisers
Wagner Wealth Management
Assetmark
Branch Banking & Trust Company
Janney Montgomery Scott
Royal Bank of Canada
PFG Advisors

View all funds holding First Tr Exchange Traded Fd nasdaq bk etf