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

National Wealth Management Group’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 Q1	–	Sell	-8,477	Closed	-$244K	–	161
2024 Q4	$244K	Sell	8,477 -831	-9%	-$25K	0.16%	123
2024 Q3	$269K	Buy	9,308 +32	+0.3%	+$961	0.18%	121
2024 Q2	$286K	Sell	9,276 -3,048	-25%	-$96.1K	0.22%	106
2024 Q1	$398K	Sell	12,324 -5,374	-30%	-$156K	0.31%	86
2023 Q4	$501K	Buy	17,698 +215	+1%	+$6.2K	0.48%	55
2023 Q3	$525K	Buy	17,483 +400	+2%	+$11.6K	0.57%	49
2023 Q2	$499K	Sell	17,083 -5,366	-24%	-$141K	0.52%	63
2023 Q1	$568K	Buy	22,449 +3,844	+21%	+$106K	0.65%	41
2022 Q4	$520K	Buy	+18,605	New	+$536K	0.62%	44

Other funds holding FTXN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

National Wealth Management Group's FTXN Position: Q1 2025 in Review

National Wealth Management Group sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q1 2025, closing a stake of 8,477 shares — an estimated $244K sold.

National Wealth Management Group first reported a position in FTXN in Q4 2022 and held it in 9 quarters. The position peaked at $568K in Q1 2023. 90 funds tracked by Wall St. Rank hold FTXN as of Q1 2025.

National Wealth Management Group reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q1 2025 after selling out during the quarter.
National Wealth Management Group sold 8,477 First Trust Nasdaq Oil & Gas ETF shares in Q1 2025, an estimated $244K.
National Wealth Management Group first reported a position in First Trust Nasdaq Oil & Gas ETF in Q4 2022 and held it in 9 quarters.
National Wealth Management Group's First Trust Nasdaq Oil & Gas ETF position peaked at $568K in Q1 2023.
90 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q1 2025.

Based on National Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.