LMKC
FTXN icon

L.M. Kohn & Company’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		– Sell
-9,563
Closed -$260K – 186
2025
Q2 		$260K Hold
9,563
– – 0.07% 228
2025
Q1 		$290K Sell
9,563
-2,585
-21% -$77K 0.08% 205
2024
Q4 		$349K Buy
+12,148
New +$366K 0.09% 168

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

L.M. Kohn & Company's FTXN Position: Q3 2025 in Review

L.M. Kohn & Company sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q3 2025, closing a stake of 9,563 shares — an estimated $260K sold.

L.M. Kohn & Company first reported a position in FTXN in Q4 2024 and held it in 3 quarters. The position peaked at $349K in Q4 2024. 75 funds tracked by Wall St. Rank hold FTXN as of Q3 2025.

  • L.M. Kohn & Company reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 9,563 First Trust Nasdaq Oil & Gas ETF shares in Q3 2025, an estimated $260K.
  • L.M. Kohn & Company first reported a position in First Trust Nasdaq Oil & Gas ETF in Q4 2024 and held it in 3 quarters.
  • L.M. Kohn & Company's First Trust Nasdaq Oil & Gas ETF position peaked at $349K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.