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Concurrent Investment Advisors’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Concurrent Investment 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
2026
Q1 		$429K Buy
11,102
+2,969
+37% +$98.9K ﹤0.01% 1294
2025
Q4 		$227K Buy
+8,133
New +$227K ﹤0.01% 1571

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 $377B AUM 19.32% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 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 $74.2B AUM 21.09% 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

Concurrent Investment Advisors's FTXN Position: Q1 2026 in Review

Concurrent Investment Advisors increased its First Trust Nasdaq Oil & Gas ETF (FTXN) stake by 37% in Q1 2026, buying an estimated $98.9K and bringing the position to 11,102 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Concurrent Investment Advisors first reported a position in FTXN in Q4 2025 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold FTXN as of Q1 2026.

  • Concurrent Investment Advisors held 11,102 shares of First Trust Nasdaq Oil & Gas ETF worth $429K as of Q1 2026.
  • Concurrent Investment Advisors bought 2,969 First Trust Nasdaq Oil & Gas ETF shares in Q1 2026, an estimated $98.9K.
  • First Trust Nasdaq Oil & Gas ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1294 holding.
  • Concurrent Investment Advisors first reported a position in First Trust Nasdaq Oil & Gas ETF in Q4 2025 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.