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Regal Investment Advisors’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Regal Investment 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
2026
Q1 		$355K Sell
9,200
-310
-3% -$10.3K 0.02% 496
2025
Q4 		$266K Hold
9,510
– – 0.02% 535
2025
Q3 		$271K Hold
9,510
– – 0.02% 485
2025
Q2 		$259K Sell
9,510
-640
-6% -$17.1K 0.02% 452
2025
Q1 		$307K Hold
10,150
– – 0.02% 396
2024
Q4 		$292K Sell
10,150
-1,943
-16% -$58.5K 0.02% 408
2024
Q3 		$350K Sell
12,093
-476
-4% -$14.3K 0.02% 416
2024
Q2 		$388K Sell
12,569
-3,331
-21% -$105K 0.03% 401
2024
Q1 		$514K Sell
15,900
-1,184
-7% -$34.4K 0.04% 357
2023
Q4 		$483K Sell
17,084
-1,364
-7% -$39.3K 0.04% 330
2023
Q3 		$554K Sell
18,448
-10,307
-36% -$299K 0.05% 275
2023
Q2 		$757K Sell
28,755
-761
-3% -$20.1K 0.06% 229
2023
Q1 		$796K Sell
29,516
-2,720
-8% -$75K 0.07% 219
2022
Q4 		$901K Buy
32,236
+1,052
+3% +$30.3K 0.09% 200
2022
Q3 		$766K Buy
31,184
+2,915
+10% +$74.1K 0.08% 208
2022
Q2 		$662K Buy
28,269
+6,522
+30% +$178K 0.07% 242
2022
Q1 		$576K Buy
+21,747
New +$511K 0.05% 288

Other funds holding FTXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Regal Investment Advisors's FTXN Position: Q1 2026 in Review

Regal Investment Advisors reduced its First Trust Nasdaq Oil & Gas ETF (FTXN) stake by 3.3% in Q1 2026, selling an estimated $10.3K and leaving 9,200 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #496.

Regal Investment Advisors first reported a position in FTXN in Q1 2022 and has held it in 17 quarters since. The position peaked at $901K in Q4 2022. 80 funds tracked by Wall St. Rank hold FTXN as of Q1 2026.

  • Regal Investment Advisors held 9,200 shares of First Trust Nasdaq Oil & Gas ETF worth $355K as of Q1 2026.
  • Regal Investment Advisors sold 310 First Trust Nasdaq Oil & Gas ETF shares in Q1 2026, an estimated $10.3K.
  • First Trust Nasdaq Oil & Gas ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #496 holding.
  • Regal Investment Advisors first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2022 and has held it in 17 quarters since.
  • Regal Investment Advisors's First Trust Nasdaq Oil & Gas ETF position peaked at $901K in Q4 2022.
  • 80 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.