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

Coppell Advisory Solutions’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
-194
Closed -$5.5K – 896
2024
Q4 		$5.5K Sell
194
-40
-17% -$1.2K ﹤0.01% 1294
2024
Q3 		$6.75K Sell
234
-239
-51% -$7.18K ﹤0.01% 1193
2024
Q2 		$14.6K Buy
+473
New +$14.9K ﹤0.01% 893
2023
Q4 		$1.26M Buy
+44,633
New +$1.29M 0.25% 88
2023
Q3 		– Sell
-48,310
Closed -$1.26M – 1318
2023
Q2 		$1.26M Buy
48,310
+4,595
+11% +$121K 0.36% 69
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
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

Coppell Advisory Solutions's FTXN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q1 2025, closing a stake of 194 shares — an estimated $5.5K sold.

Coppell Advisory Solutions first reported a position in FTXN in Q1 2023 and held it in 6 quarters. The position peaked at $1.26M in Q4 2023. 90 funds tracked by Wall St. Rank hold FTXN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 194 First Trust Nasdaq Oil & Gas ETF shares in Q1 2025, an estimated $5.5K.
  • Coppell Advisory Solutions first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2023 and held it in 6 quarters.
  • Coppell Advisory Solutions's First Trust Nasdaq Oil & Gas ETF position peaked at $1.26M in Q4 2023.
  • 90 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.