Onyx Bridge Wealth Group’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Onyx Bridge Wealth 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
2023 Q2	–	Sell	-14,917	Closed	-$402K	–	245
2023 Q1	$402K	Buy	14,917 +3,774	+34%	+$104K	0.16%	105
2022 Q4	$306K	Sell	11,143 -25,713	-70%	-$741K	0.12%	118
2022 Q3	$1.01M	Sell	36,856 -9,280	-20%	-$236K	0.46%	32
2022 Q2	$1.08M	Buy	+46,136	New	+$1.26M	0.48%	30

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Onyx Bridge Wealth Group's FTXN Position: Q2 2023 in Review

Onyx Bridge Wealth Group sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q2 2023, closing a stake of 14,917 shares — an estimated $402K sold.

Onyx Bridge Wealth Group first reported a position in FTXN in Q2 2022 and held it in 4 quarters. The position peaked at $1.08M in Q2 2022. 95 funds tracked by Wall St. Rank hold FTXN as of Q2 2023.

Onyx Bridge Wealth Group reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q2 2023 after selling out during the quarter.
Onyx Bridge Wealth Group sold 14,917 First Trust Nasdaq Oil & Gas ETF shares in Q2 2023, an estimated $402K.
Onyx Bridge Wealth Group first reported a position in First Trust Nasdaq Oil & Gas ETF in Q2 2022 and held it in 4 quarters.
Onyx Bridge Wealth Group's First Trust Nasdaq Oil & Gas ETF position peaked at $1.08M in Q2 2022.
95 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q2 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2023, filed 25 Jul 2023.