Laidlaw Wealth Management’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,999
| Closed | -$230K | – | 85 |
|
|
2024
Q4 | $230K | Hold |
7,999
| – | – | 0.1% | 157 |
|
|
2024
Q3 | $232K | Sell |
7,999
-92
| -1% | -$2.66K | 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 | +$226K | 0.05% | 311 |
|
|
2022
Q2 | – | Sell |
-8,417
| Closed | -$223K | – | 385 |
|
|
2022
Q1 | $223K | Buy |
+8,417
| New | +$223K | 0.04% | 352 |
|