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Mark Sheptoff Financial Planning’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Mark Sheptoff Financial Planning’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
2026
Q1 		$12.7K Buy
337
+1
+0.3% +$33 0.01% 317
2025
Q4 		$9.37K Buy
336
+3
+0.9% +$84 ﹤0.01% 356
2025
Q3 		$9.48K Hold
333
– – ﹤0.01% 347
2025
Q2 		$9.06K Hold
333
– – ﹤0.01% 348
2025
Q1 		$10.1K Buy
+333
New +$9.92K 0.01% 323

Other funds holding FTXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mark Sheptoff Financial Planning's FTXN Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its First Trust Nasdaq Oil & Gas ETF (FTXN) stake by 0.3% in Q1 2026, buying an estimated $33 and bringing the position to 337 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #317.

Mark Sheptoff Financial Planning first reported a position in FTXN in Q1 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold FTXN as of Q1 2026.

  • Mark Sheptoff Financial Planning held 337 shares of First Trust Nasdaq Oil & Gas ETF worth $12.7K as of Q1 2026.
  • Mark Sheptoff Financial Planning bought 1 First Trust Nasdaq Oil & Gas ETF share in Q1 2026, an estimated $33.
  • First Trust Nasdaq Oil & Gas ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #317 holding.
  • Mark Sheptoff Financial Planning first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2025 and has held it in 5 quarters since.
  • 80 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.