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Jaffetilchin Investment Partners’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q2 		– Sell
-14,887
Closed -$481K – 362
2024
Q1 		$481K Buy
+14,887
New +$432K 0.04% 215
2023
Q4 		– Sell
-19,678
Closed -$591K – 359
2023
Q3 		$591K Buy
+19,678
New +$571K 0.07% 176

Other funds holding FTXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Jaffetilchin Investment Partners's FTXN Position: Q2 2024 in Review

Jaffetilchin Investment Partners sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q2 2024, closing a stake of 14,887 shares — an estimated $481K sold.

Jaffetilchin Investment Partners first reported a position in FTXN in Q3 2023 and held it in 2 quarters. The position peaked at $591K in Q3 2023. 95 funds tracked by Wall St. Rank hold FTXN as of Q2 2024.

  • Jaffetilchin Investment Partners reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q2 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 14,887 First Trust Nasdaq Oil & Gas ETF shares in Q2 2024, an estimated $481K.
  • Jaffetilchin Investment Partners first reported a position in First Trust Nasdaq Oil & Gas ETF in Q3 2023 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's First Trust Nasdaq Oil & Gas ETF position peaked at $591K in Q3 2023.
  • 95 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q2 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2024, filed 30 Jul 2024.