NFG
FTXN icon

Next Financial Group’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Next Financial 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
2021
Q4 		$145K Buy
+7,471
New +$151K 0.01% 1018
2019
Q1 		– Sell
-1,010
Closed -$17K – 1802
2018
Q4 		$17K Buy
+1,010
New +$20.9K ﹤0.01% 1155

Other funds holding FTXN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Next Financial Group's FTXN Position: Q4 2021 in Review

Next Financial Group opened a new position in First Trust Nasdaq Oil & Gas ETF (FTXN) in Q4 2021: 7,471 shares worth $145K. The stake represents 0.01% of the portfolio and ranks #1018 among its holdings. This is a return to the name: Next Financial Group previously reported a position in FTXN as recently as Q4 2018.

Next Financial Group first reported a position in FTXN in Q4 2018 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold FTXN as of Q4 2021.

  • Next Financial Group held 7,471 shares of First Trust Nasdaq Oil & Gas ETF worth $145K as of Q4 2021.
  • First Trust Nasdaq Oil & Gas ETF was a new Next Financial Group position in Q4 2021.
  • First Trust Nasdaq Oil & Gas ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1018 holding.
  • Next Financial Group first reported a position in First Trust Nasdaq Oil & Gas ETF in Q4 2018 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.