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

Laidlaw 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
2025 Q1	–	Sell	-7,999	Closed	-$230K	–	86
2024 Q4	$230K	Hold	7,999	–	–	0.1%	157
2024 Q3	$232K	Sell	7,999 -92	-1%	-$2.76K	0.11%	156
2024 Q2	$250K	Hold	8,091	–	–	0.14%	144
2024 Q1	$261K	Hold	8,091	–	–	0.15%	149
2023 Q4	$229K	Hold	8,091	–	–	0.08%	219
2023 Q3	$243K	Hold	8,091	–	–	0.08%	227
2023 Q2	$213K	Hold	8,091	–	–	0.04%	317
2023 Q1	$218K	Hold	8,091	–	–	0.04%	318
2022 Q4	$226K	Buy	+8,091	New	+$233K	0.05%	311
2022 Q2	–	Sell	-8,417	Closed	-$223K	–	385
2022 Q1	$223K	Buy	+8,417	New	+$198K	0.04%	352

Other funds holding FTXN

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Laidlaw Wealth Management's FTXN Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q1 2025, closing a stake of 7,999 shares — an estimated $230K sold.

Laidlaw Wealth Management first reported a position in FTXN in Q1 2022 and held it in 10 quarters. The position peaked at $261K in Q1 2024. 90 funds tracked by Wall St. Rank hold FTXN as of Q1 2025.

Laidlaw Wealth Management reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 7,999 First Trust Nasdaq Oil & Gas ETF shares in Q1 2025, an estimated $230K.
Laidlaw Wealth Management first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2022 and held it in 10 quarters.
Laidlaw Wealth Management's First Trust Nasdaq Oil & Gas ETF position peaked at $261K in Q1 2024.
90 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.