Anchor Investment Management’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Anchor Investment Management’s Portfolio FTXN Stock Details FTXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$42.7K	Hold	1,105	–	–	﹤0.01%	605
2025 Q4	$30.9K	Hold	1,105	–	–	﹤0.01%	671
2025 Q3	$31.4K	Hold	1,105	–	–	﹤0.01%	665
2025 Q2	$30.1K	Hold	1,105	–	–	﹤0.01%	660
2025 Q1	$33.5K	Hold	1,105	–	–	﹤0.01%	627
2024 Q4	$31.8K	Hold	1,105	–	–	﹤0.01%	633
2024 Q3	$32K	Hold	1,105	–	–	﹤0.01%	636
2024 Q2	$34.1K	Hold	1,105	–	–	﹤0.01%	569
2024 Q1	$35.7K	Hold	1,105	–	–	﹤0.01%	583
2023 Q4	$31.3K	Hold	1,105	–	–	﹤0.01%	585
2023 Q3	$33.2K	Hold	1,105	–	–	﹤0.01%	571
2023 Q2	$29.1K	Hold	1,105	–	–	﹤0.01%	596
2023 Q1	$29.8K	Buy	+1,105	New	+$30.5K	﹤0.01%	609

Other funds holding FTXN

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Anchor Investment Management's FTXN Position: Q1 2026 in Review

Anchor Investment Management held its First Trust Nasdaq Oil & Gas ETF (FTXN) position steady in Q1 2026 at 1,105 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Anchor Investment Management first reported a position in FTXN in Q1 2023 and has held it in 13 quarters since. 80 funds tracked by Wall St. Rank hold FTXN as of Q1 2026.

Anchor Investment Management held 1,105 shares of First Trust Nasdaq Oil & Gas ETF worth $42.7K as of Q1 2026.
Anchor Investment Management left its First Trust Nasdaq Oil & Gas ETF share count unchanged in Q1 2026.
First Trust Nasdaq Oil & Gas ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #605 holding.
Anchor Investment Management first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2023 and has held it in 13 quarters since.
80 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.