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

Essential 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
-20
Closed -$569 – 2823
2025
Q3 		$569 Hold
20
– – ﹤0.01% 2176
2025
Q2 		$544 Buy
+20
New +$535 ﹤0.01% 1676

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Essential Partners's FTXN Position: Q4 2025 in Review

Essential Partners sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q4 2025, closing a stake of 20 shares — an estimated $569 sold.

Essential Partners first reported a position in FTXN in Q2 2025 and held it in 2 quarters. The position peaked at $569 in Q3 2025. 77 funds tracked by Wall St. Rank hold FTXN as of Q4 2025.

  • Essential Partners reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q4 2025 after selling out during the quarter.
  • Essential Partners sold 20 First Trust Nasdaq Oil & Gas ETF shares in Q4 2025, an estimated $569.
  • Essential Partners first reported a position in First Trust Nasdaq Oil & Gas ETF in Q2 2025 and held it in 2 quarters.
  • Essential Partners's First Trust Nasdaq Oil & Gas ETF position peaked at $569 in Q3 2025.
  • 77 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q4 2025.

Based on Essential Partners's 13F filing for Q4 2025, filed 21 May 2026.