Cyndeo Wealth Partners’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Cyndeo Wealth Partners’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 Q4	–	Sell	-11,228	Closed	-$320K	–	490
2025 Q3	$320K	Sell	11,228 -1,211	-10%	-$34K	0.02%	376
2025 Q2	$338K	Hold	12,439	–	–	0.02%	364
2025 Q1	$377K	Hold	12,439	–	–	0.02%	330
2024 Q4	$358K	Hold	12,439	–	–	0.02%	346
2024 Q3	$360K	Sell	12,439 -12	-0.1%	-$360	0.03%	345
2024 Q2	$384K	Sell	12,451 -80,174	-87%	-$2.53M	0.03%	303
2024 Q1	$2.99M	Sell	92,625 -6,160	-6%	-$179K	0.25%	116
2023 Q4	$2.8M	Buy	98,785 +82,682	+513%	+$2.38M	0.26%	109
2023 Q3	$484K	Hold	16,103	–	–	0.05%	228
2023 Q2	$424K	Sell	16,103 -244,099	-94%	-$6.43M	0.04%	232
2023 Q1	$7.02M	Sell	260,202 -9,838	-4%	-$271K	0.76%	33
2022 Q4	$7.55M	Buy	+270,040	New	+$7.78M	0.89%	24

Other funds holding FTXN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cyndeo Wealth Partners's FTXN Position: Q4 2025 in Review

Cyndeo Wealth Partners sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q4 2025, closing a stake of 11,228 shares — an estimated $320K sold.

Cyndeo Wealth Partners first reported a position in FTXN in Q4 2022 and held it in 12 quarters. The position peaked at $7.55M in Q4 2022. 77 funds tracked by Wall St. Rank hold FTXN as of Q4 2025.

Cyndeo Wealth Partners reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q4 2025 after selling out during the quarter.
Cyndeo Wealth Partners sold 11,228 First Trust Nasdaq Oil & Gas ETF shares in Q4 2025, an estimated $320K.
Cyndeo Wealth Partners first reported a position in First Trust Nasdaq Oil & Gas ETF in Q4 2022 and held it in 12 quarters.
Cyndeo Wealth Partners's First Trust Nasdaq Oil & Gas ETF position peaked at $7.55M in Q4 2022.
77 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q4 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.