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Coppell Advisory Solutions Corp’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		$1.46M Buy
+45,161
New +$1.31M 0.27% 82
2023
Q1 		$1.17M Buy
+43,715
New +$1.21M 0.38% 70

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Coppell Advisory Solutions Corp's FTXN Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Nasdaq Oil & Gas ETF (FTXN) in Q1 2024: 45,161 shares worth $1.46M. The stake represents 0.27% of the portfolio and ranks #82 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FTXN as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FTXN in Q1 2023 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold FTXN as of Q1 2024.

  • Coppell Advisory Solutions Corp held 45,161 shares of First Trust Nasdaq Oil & Gas ETF worth $1.46M as of Q1 2024.
  • First Trust Nasdaq Oil & Gas ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • First Trust Nasdaq Oil & Gas ETF made up 0.27% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #82 holding.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2023 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.