Golden State Wealth Management’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Golden State Wealth 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
2026 Q1	$19.4K	Buy	502 +43	+9%	+$1.43K	﹤0.01%	923
2025 Q4	$12.8K	Buy	459 +3	+0.7%	+$84	﹤0.01%	1041
2025 Q3	$13K	Hold	456	–	–	﹤0.01%	1037
2025 Q2	$12.4K	Hold	456	–	–	﹤0.01%	1020
2025 Q1	$13.8K	Buy	456 +176	+63%	+$5.24K	﹤0.01%	909
2024 Q4	$8.05K	Buy	+280	New	+$8.43K	﹤0.01%	1013

Other funds holding FTXN

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

Golden State Wealth Management's FTXN Position: Q1 2026 in Review

Golden State Wealth Management increased its First Trust Nasdaq Oil & Gas ETF (FTXN) stake by 9.4% in Q1 2026, buying an estimated $1.43K and bringing the position to 502 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Golden State Wealth Management first reported a position in FTXN in Q4 2024 and has held it in 6 quarters since. 80 funds tracked by Wall St. Rank hold FTXN as of Q1 2026.

Golden State Wealth Management held 502 shares of First Trust Nasdaq Oil & Gas ETF worth $19.4K as of Q1 2026.
Golden State Wealth Management bought 43 First Trust Nasdaq Oil & Gas ETF shares in Q1 2026, an estimated $1.43K.
First Trust Nasdaq Oil & Gas ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #923 holding.
Golden State Wealth Management first reported a position in First Trust Nasdaq Oil & Gas ETF in Q4 2024 and has held it in 6 quarters since.
80 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.