FFA
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Founders Financial Alliance’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Founders Financial Alliance’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
Q3 		– Sell
-4,628
Closed -$122K – 489
2023
Q2 		$122K Sell
4,628
-19
-0.4% -$501 0.05% 279
2023
Q1 		$125K Buy
+4,647
New +$128K 0.06% 235

Other funds holding FTXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Founders Financial Alliance's FTXN Position: Q3 2023 in Review

Founders Financial Alliance sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q3 2023, closing a stake of 4,628 shares — an estimated $122K sold.

Founders Financial Alliance first reported a position in FTXN in Q1 2023 and held it in 2 quarters. The position peaked at $125K in Q1 2023. 100 funds tracked by Wall St. Rank hold FTXN as of Q3 2023.

  • Founders Financial Alliance reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q3 2023 after selling out during the quarter.
  • Founders Financial Alliance sold 4,628 First Trust Nasdaq Oil & Gas ETF shares in Q3 2023, an estimated $122K.
  • Founders Financial Alliance first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2023 and held it in 2 quarters.
  • Founders Financial Alliance's First Trust Nasdaq Oil & Gas ETF position peaked at $125K in Q1 2023.
  • 100 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q3 2023.

Based on Founders Financial Alliance's 13F filing for Q3 2023, filed 13 Nov 2023.