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 Q2	$16.8K	Buy	504 +2	+0.4%	+$72	﹤0.01%	984
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 $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Golden State Wealth Management's FTXN Position: Q2 2026 in Review

Golden State Wealth Management increased its First Trust Nasdaq Oil & Gas ETF (FTXN) stake by 0.4% in Q2 2026, buying an estimated $72 and bringing the position to 504 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Golden State Wealth Management first reported a position in FTXN in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.4K in Q1 2026. 86 funds tracked by Wall St. Rank hold FTXN as of Q2 2026.

Golden State Wealth Management held 504 shares of First Trust Nasdaq Oil & Gas ETF worth $16.8K as of Q2 2026.
Golden State Wealth Management bought 2 First Trust Nasdaq Oil & Gas ETF shares in Q2 2026, an estimated $72.
First Trust Nasdaq Oil & Gas ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #984 holding.
Golden State Wealth Management first reported a position in First Trust Nasdaq Oil & Gas ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's First Trust Nasdaq Oil & Gas ETF position peaked at $19.4K in Q1 2026.
86 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.