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Independent Advisor Alliance’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Independent Advisor Alliance’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 		– Sell
-51,595
Closed -$1.99M – 1265
2026
Q1 		$1.99M Buy
+51,595
New +$1.72M 0.02% 562
2025
Q1 		– Sell
-19,546
Closed -$562K – 1006
2024
Q4 		$562K Buy
+19,546
New +$588K 0.01% 927

Other funds holding FTXN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SF
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Advisor Alliance's FTXN Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q2 2026, closing a stake of 51,595 shares — an estimated $1.99M sold.

Independent Advisor Alliance first reported a position in FTXN in Q4 2024 and held it in 2 quarters. The position peaked at $1.99M in Q1 2026. 86 funds tracked by Wall St. Rank hold FTXN as of Q2 2026.

  • Independent Advisor Alliance reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 51,595 First Trust Nasdaq Oil & Gas ETF shares in Q2 2026, an estimated $1.99M.
  • Independent Advisor Alliance first reported a position in First Trust Nasdaq Oil & Gas ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's First Trust Nasdaq Oil & Gas ETF position peaked at $1.99M in Q1 2026.
  • 86 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.