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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-25,984
Closed -$727K 288
2022
Q4
$727K Sell
25,984
-93
-0.4% -$2.6K 0.26% 43
2022
Q3
$640K Buy
26,077
+1,731
+7% +$42.5K 0.26% 50
2022
Q2
$570K Sell
24,346
-1,497
-6% -$35K 0.23% 46
2022
Q1
$684K Sell
25,843
-7,800
-23% -$206K 0.22% 56
2021
Q4
$654K Buy
+33,643
New +$654K 0.2% 55