Financial Advocates Investment Management’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Financial Advocates Investment Management’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 Q1	–	Sell	-16,159	Closed	-$452K	–	772
2022 Q4	$452K	Buy	+16,159	New	+$466K	0.03%	467
2022 Q2	–	Sell	-161,758	Closed	-$4.29M	–	721
2022 Q1	$4.29M	Buy	+161,758	New	+$3.8M	0.28%	85

Other funds holding FTXN

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Financial Advocates Investment Management's FTXN Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q1 2023, closing a stake of 16,159 shares — an estimated $452K sold.

Financial Advocates Investment Management first reported a position in FTXN in Q1 2022 and held it in 2 quarters. The position peaked at $4.29M in Q1 2022. 105 funds tracked by Wall St. Rank hold FTXN as of Q1 2023.

Financial Advocates Investment Management reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q1 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 16,159 First Trust Nasdaq Oil & Gas ETF shares in Q1 2023, an estimated $452K.
Financial Advocates Investment Management first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2022 and held it in 2 quarters.
Financial Advocates Investment Management's First Trust Nasdaq Oil & Gas ETF position peaked at $4.29M in Q1 2022.
105 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.