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Marshall Investment Management’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Marshall Investment 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
Q2 		– Sell
-5,487
Closed -$166K – 98
2025
Q1 		$166K Sell
5,487
-30,284
-85% -$902K 0.1% 74
2024
Q4 		$1.04M Buy
+35,771
New +$1.08M 0.61% 44

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
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
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

Marshall Investment Management's FTXN Position: Q2 2025 in Review

Marshall Investment Management sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q2 2025, closing a stake of 5,487 shares — an estimated $166K sold.

Marshall Investment Management first reported a position in FTXN in Q4 2024 and held it in 2 quarters. The position peaked at $1.04M in Q4 2024. 77 funds tracked by Wall St. Rank hold FTXN as of Q2 2025.

  • Marshall Investment Management reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall Investment Management sold 5,487 First Trust Nasdaq Oil & Gas ETF shares in Q2 2025, an estimated $166K.
  • Marshall Investment Management first reported a position in First Trust Nasdaq Oil & Gas ETF in Q4 2024 and held it in 2 quarters.
  • Marshall Investment Management's First Trust Nasdaq Oil & Gas ETF position peaked at $1.04M in Q4 2024.
  • 77 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q2 2025.

Based on Marshall Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.