Bank of Montreal
FTXN icon

Bank of Montreal’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Bank of Montreal’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 		$29.6K Buy
767
+138
+22% +$4.6K ﹤0.01% 3407
2025
Q4 		$17.8K Buy
+629
New +$17.6K ﹤0.01% 3365
2023
Q4 		– Sell
-23,100
Closed -$614K – 4098
2023
Q3 		$614K Buy
+23,100
New +$670K ﹤0.01% 2336

Other funds holding FTXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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 $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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal's FTXN Position: Q1 2026 in Review

Bank of Montreal increased its First Trust Nasdaq Oil & Gas ETF (FTXN) stake by 22% in Q1 2026, buying an estimated $4.6K and bringing the position to 767 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3407.

Bank of Montreal first reported a position in FTXN in Q3 2023 and has held it in 3 quarters since. The position peaked at $614K in Q3 2023. 80 funds tracked by Wall St. Rank hold FTXN as of Q1 2026.

  • Bank of Montreal held 767 shares of First Trust Nasdaq Oil & Gas ETF worth $29.6K as of Q1 2026.
  • Bank of Montreal bought 138 First Trust Nasdaq Oil & Gas ETF shares in Q1 2026, an estimated $4.6K.
  • First Trust Nasdaq Oil & Gas ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3407 holding.
  • Bank of Montreal first reported a position in First Trust Nasdaq Oil & Gas ETF in Q3 2023 and has held it in 3 quarters since.
  • Bank of Montreal's First Trust Nasdaq Oil & Gas ETF position peaked at $614K in Q3 2023.
  • 80 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.