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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
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 $1.66T 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

Independent Advisor Alliance's FTXN Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust Nasdaq Oil & Gas ETF (FTXN) in Q1 2026: 51,595 shares worth $1.99M. The stake represents 0.02% of the portfolio and ranks #562 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in FTXN as recently as Q4 2024.

Independent Advisor Alliance first reported a position in FTXN in Q4 2024 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold FTXN as of Q1 2026.

  • Independent Advisor Alliance held 51,595 shares of First Trust Nasdaq Oil & Gas ETF worth $1.99M as of Q1 2026.
  • First Trust Nasdaq Oil & Gas ETF was a new Independent Advisor Alliance position in Q1 2026.
  • First Trust Nasdaq Oil & Gas ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #562 holding.
  • Independent Advisor Alliance first reported a position in First Trust Nasdaq Oil & Gas ETF in Q4 2024 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.