Kingsview Wealth Management’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Kingsview Wealth Management’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 Q3	–	Sell	-67,262	Closed	-$1.57M	–	840
2022 Q2	$1.57M	Sell	67,262 -17,670	-21%	-$481K	0.08%	258
2022 Q1	$2.25M	Buy	+84,932	New	+$1.99M	0.1%	215
2020 Q2	–	Sell	-35,969	Closed	-$291K	–	626
2020 Q1	$291K	Sell	35,969 -41,033	-53%	-$530K	0.04%	368
2019 Q4	$1.27M	Buy	+77,002	New	+$1.22M	0.16%	168
2018 Q2	–	Sell	-11,671	Closed	-$232K	–	392
2018 Q1	$232K	Buy	+11,671	New	+$241K	0.06%	285

Other funds holding FTXN

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

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

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

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

RJA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Kingsview Wealth Management's FTXN Position: Q3 2022 in Review

Kingsview Wealth Management sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q3 2022, closing a stake of 67,262 shares — an estimated $1.57M sold.

Kingsview Wealth Management first reported a position in FTXN in Q1 2018 and held it in 5 quarters. The position peaked at $2.25M in Q1 2022. 88 funds tracked by Wall St. Rank hold FTXN as of Q3 2022.

Kingsview Wealth Management reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q3 2022 after selling out during the quarter.
Kingsview Wealth Management sold 67,262 First Trust Nasdaq Oil & Gas ETF shares in Q3 2022, an estimated $1.57M.
Kingsview Wealth Management first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2018 and held it in 5 quarters.
Kingsview Wealth Management's First Trust Nasdaq Oil & Gas ETF position peaked at $2.25M in Q1 2022.
88 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q3 2022.

Based on Kingsview Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.