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Pinnacle Family Advisors’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Pinnacle Family 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
2024
Q2 		– Sell
-6,454
Closed -$208K – 115
2024
Q1 		$208K Buy
+6,454
New +$187K 0.11% 94

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Pinnacle Family Advisors's FTXN Position: Q2 2024 in Review

Pinnacle Family Advisors sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q2 2024, closing a stake of 6,454 shares — an estimated $208K sold.

Pinnacle Family Advisors first reported a position in FTXN in Q1 2024 and held it in 1 quarter. The position peaked at $208K in Q1 2024. 95 funds tracked by Wall St. Rank hold FTXN as of Q2 2024.

  • Pinnacle Family Advisors reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q2 2024 after selling out during the quarter.
  • Pinnacle Family Advisors sold 6,454 First Trust Nasdaq Oil & Gas ETF shares in Q2 2024, an estimated $208K.
  • Pinnacle Family Advisors first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2024 and held it in 1 quarter.
  • Pinnacle Family Advisors's First Trust Nasdaq Oil & Gas ETF position peaked at $208K in Q1 2024.
  • 95 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q2 2024.

Based on Pinnacle Family Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.