EP Wealth Advisors’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$124K Sell
4,545
-32
-0.7% -$871 ﹤0.01% 1349
2025
Q1
$139K Hold
4,577
﹤0.01% 1203
2024
Q4
$132K Buy
+4,577
New +$132K ﹤0.01% 1165