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Gladstone Institutional Advisory’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Gladstone Institutional Advisory’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
-53,967
Closed -$1.51M – 675
2022
Q4 		$1.51M Buy
+53,967
New +$1.56M 0.11% 224

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
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 $1.9B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gladstone Institutional Advisory's FTXN Position: Q1 2023 in Review

Gladstone Institutional Advisory sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q1 2023, closing a stake of 53,967 shares — an estimated $1.51M sold.

Gladstone Institutional Advisory first reported a position in FTXN in Q4 2022 and held it in 1 quarter. The position peaked at $1.51M in Q4 2022. 105 funds tracked by Wall St. Rank hold FTXN as of Q1 2023.

  • Gladstone Institutional Advisory reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q1 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 53,967 First Trust Nasdaq Oil & Gas ETF shares in Q1 2023, an estimated $1.51M.
  • Gladstone Institutional Advisory first reported a position in First Trust Nasdaq Oil & Gas ETF in Q4 2022 and held it in 1 quarter.
  • Gladstone Institutional Advisory's First Trust Nasdaq Oil & Gas ETF position peaked at $1.51M in Q4 2022.
  • 105 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q1 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2023, filed 12 May 2023.