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Kingsbury Capital Investment Advisors’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Kingsbury Capital Investment 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
Q2 		– Sell
-10,989
Closed -$291K – 99
2022
Q1 		$291K Buy
+10,989
New +$258K 0.32% 64

Other funds holding FTXN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Kingsbury Capital Investment Advisors's FTXN Position: Q2 2022 in Review

Kingsbury Capital Investment Advisors sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q2 2022, closing a stake of 10,989 shares — an estimated $291K sold.

Kingsbury Capital Investment Advisors first reported a position in FTXN in Q1 2022 and held it in 1 quarter. The position peaked at $291K in Q1 2022. 93 funds tracked by Wall St. Rank hold FTXN as of Q2 2022.

  • Kingsbury Capital Investment Advisors reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q2 2022 after selling out during the quarter.
  • Kingsbury Capital Investment Advisors sold 10,989 First Trust Nasdaq Oil & Gas ETF shares in Q2 2022, an estimated $291K.
  • Kingsbury Capital Investment Advisors first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2022 and held it in 1 quarter.
  • Kingsbury Capital Investment Advisors's First Trust Nasdaq Oil & Gas ETF position peaked at $291K in Q1 2022.
  • 93 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q2 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.