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Outlook Wealth Advisors’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Outlook Wealth Advisors’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
-11,476
Closed -$310K – 209
2023
Q1 		$310K Buy
+11,476
New +$316K 0.14% 152
2022
Q3 		– Sell
-10,206
Closed -$239K – 188
2022
Q2 		$239K Buy
10,206
+1,751
+21% +$47.7K 0.1% 168
2022
Q1 		$224K Buy
+8,455
New +$199K 0.07% 188

Other funds holding FTXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Outlook Wealth Advisors's FTXN Position: Q2 2023 in Review

Outlook Wealth Advisors sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q2 2023, closing a stake of 11,476 shares — an estimated $310K sold.

Outlook Wealth Advisors first reported a position in FTXN in Q1 2022 and held it in 3 quarters. The position peaked at $310K in Q1 2023. 95 funds tracked by Wall St. Rank hold FTXN as of Q2 2023.

  • Outlook Wealth Advisors reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q2 2023 after selling out during the quarter.
  • Outlook Wealth Advisors sold 11,476 First Trust Nasdaq Oil & Gas ETF shares in Q2 2023, an estimated $310K.
  • Outlook Wealth Advisors first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2022 and held it in 3 quarters.
  • Outlook Wealth Advisors's First Trust Nasdaq Oil & Gas ETF position peaked at $310K in Q1 2023.
  • 95 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q2 2023.

Based on Outlook Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.