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Insight Advisors’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Insight Advisors’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
2022
Q4 		– Sell
-9,357
Closed -$230K – 322
2022
Q3 		$230K Buy
9,357
+27
+0.3% +$686 0.09% 247
2022
Q2 		$222K Buy
+9,330
New +$254K 0.08% 272

Other funds holding FTXN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Insight Advisors's FTXN Position: Q4 2022 in Review

Insight Advisors sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q4 2022, closing a stake of 9,357 shares — an estimated $230K sold.

Insight Advisors first reported a position in FTXN in Q2 2022 and held it in 2 quarters. The position peaked at $230K in Q3 2022. 104 funds tracked by Wall St. Rank hold FTXN as of Q4 2022.

  • Insight Advisors reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q4 2022 after selling out during the quarter.
  • Insight Advisors sold 9,357 First Trust Nasdaq Oil & Gas ETF shares in Q4 2022, an estimated $230K.
  • Insight Advisors first reported a position in First Trust Nasdaq Oil & Gas ETF in Q2 2022 and held it in 2 quarters.
  • Insight Advisors's First Trust Nasdaq Oil & Gas ETF position peaked at $230K in Q3 2022.
  • 104 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q4 2022.

Based on Insight Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.