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Harvest Investment Services’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Harvest Investment Services’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 		$322K Buy
8,350
+35
+0.4% +$1.17K 0.06% 257
2025
Q4 		$232K Sell
8,315
-4,430
-35% -$124K 0.04% 288
2025
Q3 		$363K Sell
12,745
-2,786
-18% -$78.1K 0.07% 228
2025
Q2 		$423K Buy
15,531
+160
+1% +$4.28K 0.09% 209
2025
Q1 		$465K Sell
15,371
-15,782
-51% -$470K 0.13% 161
2024
Q4 		$896K Sell
31,153
-2,121
-6% -$63.8K 0.22% 114
2024
Q3 		$963K Buy
+33,274
New +$999K 0.31% 88

Other funds holding FTXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harvest Investment Services's FTXN Position: Q1 2026 in Review

Harvest Investment Services increased its First Trust Nasdaq Oil & Gas ETF (FTXN) stake by 0.42% in Q1 2026, buying an estimated $1.17K and bringing the position to 8,350 shares worth $322K. The position accounts for 0.06% of the portfolio, ranked #257.

Harvest Investment Services first reported a position in FTXN in Q3 2024 and has held it in 7 quarters since. The position peaked at $963K in Q3 2024. 80 funds tracked by Wall St. Rank hold FTXN as of Q1 2026.

  • Harvest Investment Services held 8,350 shares of First Trust Nasdaq Oil & Gas ETF worth $322K as of Q1 2026.
  • Harvest Investment Services bought 35 First Trust Nasdaq Oil & Gas ETF shares in Q1 2026, an estimated $1.17K.
  • First Trust Nasdaq Oil & Gas ETF made up 0.06% of Harvest Investment Services's portfolio in Q1 2026, its #257 holding.
  • Harvest Investment Services first reported a position in First Trust Nasdaq Oil & Gas ETF in Q3 2024 and has held it in 7 quarters since.
  • Harvest Investment Services's First Trust Nasdaq Oil & Gas ETF position peaked at $963K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.