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Core Wealth Advisors (Florida)’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Core Wealth Advisors (Florida)’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
2023
Q2 		– Sell
-37
Closed -$998 – 252
2023
Q1 		$998 Buy
+37
New +$1.02K ﹤0.01% 237

Other funds holding FTXN

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Core Wealth Advisors (Florida)'s FTXN Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q2 2023, closing a stake of 37 shares — an estimated $998 sold.

Core Wealth Advisors (Florida) first reported a position in FTXN in Q1 2023 and held it in 1 quarter. The position peaked at $998 in Q1 2023. 95 funds tracked by Wall St. Rank hold FTXN as of Q2 2023.

  • Core Wealth Advisors (Florida) reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q2 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 37 First Trust Nasdaq Oil & Gas ETF shares in Q2 2023, an estimated $998.
  • Core Wealth Advisors (Florida) first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2023 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s First Trust Nasdaq Oil & Gas ETF position peaked at $998 in Q1 2023.
  • 95 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.