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Clarus Wealth Advisors’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Clarus Wealth Advisors’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
Q1 		– Sell
-16,927
Closed -$516K – 111
2024
Q4 		$516K Sell
16,927
-341
-2% -$10.3K 0.26% 78
2024
Q3 		$537K Buy
17,268
+806
+5% +$24.2K 0.27% 77
2024
Q2 		$498K Buy
16,462
+5,149
+46% +$162K 0.26% 76
2024
Q1 		$378K Sell
11,313
-94
-0.8% -$2.73K 0.21% 89
2023
Q4 		$307K Buy
+11,407
New +$329K 0.18% 93
2023
Q2 		$348K Buy
+13,213
New +$348K 0.21% 93

Other funds holding FTXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Clarus Wealth Advisors's FTXN Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q1 2025, closing a stake of 16,927 shares — an estimated $516K sold.

Clarus Wealth Advisors first reported a position in FTXN in Q2 2023 and held it in 6 quarters. The position peaked at $537K in Q3 2024. 90 funds tracked by Wall St. Rank hold FTXN as of Q1 2025.

  • Clarus Wealth Advisors reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q1 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 16,927 First Trust Nasdaq Oil & Gas ETF shares in Q1 2025, an estimated $516K.
  • Clarus Wealth Advisors first reported a position in First Trust Nasdaq Oil & Gas ETF in Q2 2023 and held it in 6 quarters.
  • Clarus Wealth Advisors's First Trust Nasdaq Oil & Gas ETF position peaked at $537K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.