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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC)

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return