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

Gateway 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
2024
Q3 		– Sell
-14,459
Closed -$446K – 279
2024
Q2 		$446K Buy
14,459
+1,531
+12% +$48.3K 0.13% 160
2024
Q1 		$418K Buy
12,928
+1,810
+16% +$52.5K 0.15% 134
2023
Q4 		$315K Buy
11,118
+1,878
+20% +$54.1K 0.13% 149
2023
Q3 		$278K Buy
+9,240
New +$268K 0.05% 202

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Gateway Wealth Partners's FTXN Position: Q3 2024 in Review

Gateway Wealth Partners sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q3 2024, closing a stake of 14,459 shares — an estimated $446K sold.

Gateway Wealth Partners first reported a position in FTXN in Q3 2023 and held it in 4 quarters. The position peaked at $446K in Q2 2024. 81 funds tracked by Wall St. Rank hold FTXN as of Q3 2024.

  • Gateway Wealth Partners reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q3 2024 after selling out during the quarter.
  • Gateway Wealth Partners sold 14,459 First Trust Nasdaq Oil & Gas ETF shares in Q3 2024, an estimated $446K.
  • Gateway Wealth Partners first reported a position in First Trust Nasdaq Oil & Gas ETF in Q3 2023 and held it in 4 quarters.
  • Gateway Wealth Partners's First Trust Nasdaq Oil & Gas ETF position peaked at $446K in Q2 2024.
  • 81 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q3 2024.

Based on Gateway Wealth Partners's 13F filing for Q3 2024, filed 25 Oct 2024.