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Atria Wealth Solutions’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$345K Buy
12,489
+300
+2% +$8.02K 0.01% 1086
2025
Q1 		$369K Sell
12,189
-114
-0.9% -$3.4K ﹤0.01% 1360
2024
Q4 		$354K Buy
12,303
+1,630
+15% +$49K ﹤0.01% 1448
2024
Q3 		$309K Buy
10,673
+525
+5% +$15.8K ﹤0.01% 1491
2024
Q2 		$313K Sell
10,148
-10,315
-50% -$325K ﹤0.01% 1478
2024
Q1 		$661K Buy
20,463
+10,956
+115% +$318K 0.01% 1116
2023
Q4 		$269K Buy
9,507
+274
+3% +$7.9K ﹤0.01% 1574
2023
Q3 		$277K Buy
9,233
+286
+3% +$8.29K ﹤0.01% 1463
2023
Q2 		$236K Buy
8,947
+1,439
+19% +$37.9K ﹤0.01% 1599
2023
Q1 		$202K Buy
+7,508
New +$207K ﹤0.01% 1673
2022
Q2 		– Sell
-27,383
Closed -$725K – 1731
2022
Q1 		$725K Buy
+27,383
New +$643K 0.01% 874

Other funds holding FTXN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Wealth Solutions's FTXN Position: Q2 2025 in Review

Atria Wealth Solutions increased its First Trust Nasdaq Oil & Gas ETF (FTXN) stake by 2.5% in Q2 2025, buying an estimated $8.02K and bringing the position to 12,489 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #1086.

Atria Wealth Solutions first reported a position in FTXN in Q1 2022 and has held it in 11 quarters since. The position peaked at $725K in Q1 2022. 77 funds tracked by Wall St. Rank hold FTXN as of Q2 2025.

  • Atria Wealth Solutions held 12,489 shares of First Trust Nasdaq Oil & Gas ETF worth $345K as of Q2 2025.
  • Atria Wealth Solutions bought 300 First Trust Nasdaq Oil & Gas ETF shares in Q2 2025, an estimated $8.02K.
  • First Trust Nasdaq Oil & Gas ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1086 holding.
  • Atria Wealth Solutions first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2022 and has held it in 11 quarters since.
  • Atria Wealth Solutions's First Trust Nasdaq Oil & Gas ETF position peaked at $725K in Q1 2022.
  • 77 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.