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Principal Securities’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-3,484
Closed -$99.2K – 2164
2025
Q3 		$99.2K Sell
3,484
-193
-5% -$5.41K ﹤0.01% 1599
2025
Q2 		$100K Buy
3,677
+877
+31% +$23.5K ﹤0.01% 1545
2025
Q1 		$80.5K Hold
2,800
– – ﹤0.01% 1535
2024
Q4 		$80.5K Hold
2,800
– – ﹤0.01% 1530
2024
Q3 		$81.1K Hold
2,800
– – ﹤0.01% 1488
2024
Q2 		$86.4K Sell
2,800
-822
-23% -$25.9K ﹤0.01% 1390
2024
Q1 		$117K Buy
3,622
+256
+8% +$7.43K ﹤0.01% 1220
2023
Q4 		$95.3K Buy
+3,366
New +$97K ﹤0.01% 1206

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities's FTXN Position: Q4 2025 in Review

Principal Securities sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q4 2025, closing a stake of 3,484 shares — an estimated $99.2K sold.

Principal Securities first reported a position in FTXN in Q4 2023 and held it in 8 quarters. The position peaked at $117K in Q1 2024. 77 funds tracked by Wall St. Rank hold FTXN as of Q4 2025.

  • Principal Securities reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 3,484 First Trust Nasdaq Oil & Gas ETF shares in Q4 2025, an estimated $99.2K.
  • Principal Securities first reported a position in First Trust Nasdaq Oil & Gas ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's First Trust Nasdaq Oil & Gas ETF position peaked at $117K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.