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

MinichMacGregor 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
2026 Q3	$682K	Buy	+17,948	New	+$685K	0.11%	68
2023 Q1	–	Sell	-25,984	Closed	-$727K	–	288
2022 Q4	$727K	Sell	25,984 -93	-0.4%	-$2.68K	0.26%	43
2022 Q3	$640K	Buy	26,077 +1,731	+7%	+$44K	0.26%	50
2022 Q2	$570K	Sell	24,346 -1,497	-6%	-$40.8K	0.23%	46
2022 Q1	$684K	Sell	25,843 -7,800	-23%	-$183K	0.22%	56
2021 Q4	$654K	Buy	+33,643	New	+$680K	0.2%	55

Other funds holding FTXN

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $122M AUM 28.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Englebert Financial Advisers Allentown, Pennsylvania $101M AUM 14.65% 1-Year Est. Return

MinichMacGregor Wealth Management's FTXN Position: Q3 2026 in Review

MinichMacGregor Wealth Management opened a new position in First Trust Nasdaq Oil & Gas ETF (FTXN) in Q3 2026: 17,948 shares worth $682K. The stake represents 0.11% of the portfolio and ranks #68 among its holdings. This is a return to the name: MinichMacGregor Wealth Management previously reported a position in FTXN as recently as Q4 2022.

MinichMacGregor Wealth Management first reported a position in FTXN in Q4 2021 and has held it in 6 quarters since. The position peaked at $727K in Q4 2022. 32 funds tracked by Wall St. Rank hold FTXN as of Q3 2026.

MinichMacGregor Wealth Management held 17,948 shares of First Trust Nasdaq Oil & Gas ETF worth $682K as of Q3 2026.
First Trust Nasdaq Oil & Gas ETF was a new MinichMacGregor Wealth Management position in Q3 2026.
First Trust Nasdaq Oil & Gas ETF made up 0.11% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #68 holding.
MinichMacGregor Wealth Management first reported a position in First Trust Nasdaq Oil & Gas ETF in Q4 2021 and has held it in 6 quarters since.
MinichMacGregor Wealth Management's First Trust Nasdaq Oil & Gas ETF position peaked at $727K in Q4 2022.
32 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.