National Wealth Management Group’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,477
| Closed | -$244K | – | 161 |
|
|
2024
Q4 | $244K | Sell |
8,477
-831
| -9% | -$23.9K | 0.16% | 123 |
|
|
2024
Q3 | $269K | Buy |
9,308
+32
| +0.3% | +$926 | 0.18% | 121 |
|
|
2024
Q2 | $286K | Sell |
9,276
-3,048
| -25% | -$94.1K | 0.22% | 106 |
|
|
2024
Q1 | $398K | Sell |
12,324
-5,374
| -30% | -$174K | 0.31% | 86 |
|
|
2023
Q4 | $501K | Buy |
17,698
+215
| +1% | +$6.08K | 0.48% | 55 |
|
|
2023
Q3 | $525K | Buy |
17,483
+400
| +2% | +$12K | 0.57% | 49 |
|
|
2023
Q2 | $499K | Sell |
17,083
-5,366
| -24% | -$157K | 0.52% | 63 |
|
|
2023
Q1 | $568K | Buy |
22,449
+3,844
| +21% | +$97.3K | 0.65% | 41 |
|
|
2022
Q4 | $520K | Buy |
+18,605
| New | +$520K | 0.62% | 44 |
|