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Lindbrook Capital’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Lindbrook Capital’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
2023
Q3 		– Sell
-439
Closed -$11.6K – 2737
2023
Q2 		$11.6K Hold
439
– – ﹤0.01% 1376
2023
Q1 		$11.8K Buy
+439
New +$12.1K ﹤0.01% 1347

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Lindbrook Capital's FTXN Position: Q3 2023 in Review

Lindbrook Capital sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q3 2023, closing a stake of 439 shares — an estimated $11.6K sold.

Lindbrook Capital first reported a position in FTXN in Q1 2023 and held it in 2 quarters. The position peaked at $11.8K in Q1 2023. 100 funds tracked by Wall St. Rank hold FTXN as of Q3 2023.

  • Lindbrook Capital reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q3 2023 after selling out during the quarter.
  • Lindbrook Capital sold 439 First Trust Nasdaq Oil & Gas ETF shares in Q3 2023, an estimated $11.6K.
  • Lindbrook Capital first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2023 and held it in 2 quarters.
  • Lindbrook Capital's First Trust Nasdaq Oil & Gas ETF position peaked at $11.8K in Q1 2023.
  • 100 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q3 2023.

Based on Lindbrook Capital's 13F filing for Q3 2023, filed 25 Oct 2023.