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Oxler Private Wealth’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-240
Closed -$23K – 186
2022
Q3 		$23K Buy
+240
New +$6.1K 0.01% 280

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Oxler Private Wealth's FTXN Position: Q4 2022 in Review

Oxler Private Wealth sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q4 2022, closing a stake of 240 shares — an estimated $23K sold.

Oxler Private Wealth first reported a position in FTXN in Q3 2022 and held it in 1 quarter. The position peaked at $23K in Q3 2022. 104 funds tracked by Wall St. Rank hold FTXN as of Q4 2022.

  • Oxler Private Wealth reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 240 First Trust Nasdaq Oil & Gas ETF shares in Q4 2022, an estimated $23K.
  • Oxler Private Wealth first reported a position in First Trust Nasdaq Oil & Gas ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's First Trust Nasdaq Oil & Gas ETF position peaked at $23K in Q3 2022.
  • 104 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.