Capital Investment Advisory Services’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Capital Investment Advisory Services’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
2024 Q4	–	Sell	-25	Closed	-$724	–	954
2024 Q3	$724	Hold	25	–	–	﹤0.01%	969
2024 Q2	$772	Hold	25	–	–	﹤0.01%	944
2024 Q1	$807	Hold	25	–	–	﹤0.01%	935
2023 Q4	$707	Buy	+25	New	+$721	﹤0.01%	964
2019 Q4	–	Sell	-46	Closed	-$1K	–	826
2019 Q3	$1K	Hold	46	–	–	﹤0.01%	1323
2019 Q2	$1K	Hold	46	–	–	﹤0.01%	1338
2019 Q1	$1K	Sell	46 -35	-43%	-$649	﹤0.01%	1159
2018 Q4	$1K	Buy	+81	New	+$1.68K	﹤0.01%	1126

Other funds holding FTXN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Capital Investment Advisory Services's FTXN Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q4 2024, closing a stake of 25 shares — an estimated $724 sold.

Capital Investment Advisory Services first reported a position in FTXN in Q4 2018 and held it in 8 quarters. The position peaked at $1K in Q3 2019. 93 funds tracked by Wall St. Rank hold FTXN as of Q4 2024.

Capital Investment Advisory Services reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q4 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 25 First Trust Nasdaq Oil & Gas ETF shares in Q4 2024, an estimated $724.
Capital Investment Advisory Services first reported a position in First Trust Nasdaq Oil & Gas ETF in Q4 2018 and held it in 8 quarters.
Capital Investment Advisory Services's First Trust Nasdaq Oil & Gas ETF position peaked at $1K in Q3 2019.
93 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.