JP Morgan Private Wealth Advisors’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$616K	Hold	20,520	–	–	﹤0.01%	1157
2023 Q2	$540K	Sell	20,520 -10,968	-35%	-$289K	﹤0.01%	1003
2023 Q1	$849K	Sell	31,488 -301	-0.9%	-$8.3K	﹤0.01%	1242
2022 Q4	$889K	Sell	31,789 -2,007	-6%	-$57.9K	﹤0.01%	1199
2022 Q3	$830K	Sell	33,796 -104	-0.3%	-$2.64K	﹤0.01%	1227
2022 Q2	$794K	Buy	+33,900	New	+$923K	﹤0.01%	1252

Other funds holding FTXN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FTXN Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors held its First Trust Nasdaq Oil & Gas ETF (FTXN) position steady in Q3 2023 at 20,520 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

JP Morgan Private Wealth Advisors first reported a position in FTXN in Q2 2022 and has held it in 6 quarters since. The position peaked at $889K in Q4 2022. 100 funds tracked by Wall St. Rank hold FTXN as of Q3 2023.

JP Morgan Private Wealth Advisors held 20,520 shares of First Trust Nasdaq Oil & Gas ETF worth $616K as of Q3 2023.
JP Morgan Private Wealth Advisors left its First Trust Nasdaq Oil & Gas ETF share count unchanged in Q3 2023.
First Trust Nasdaq Oil & Gas ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1157 holding.
JP Morgan Private Wealth Advisors first reported a position in First Trust Nasdaq Oil & Gas ETF in Q2 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's First Trust Nasdaq Oil & Gas ETF position peaked at $889K in Q4 2022.
100 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.