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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
Q2 		$734K Buy
21,959
+12,759
+139% +$460K 0.04% 382
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Regal Investment Advisors's FTXN Position: Q2 2026 in Review

Regal Investment Advisors increased its First Trust Nasdaq Oil & Gas ETF (FTXN) stake by 139% in Q2 2026, buying an estimated $460K and bringing the position to 21,959 shares worth $734K. The position accounts for 0.04% of the portfolio, ranked #382.

Regal Investment Advisors first reported a position in FTXN in Q1 2022 and has held it in 18 quarters since. The position peaked at $901K in Q4 2022. 86 funds tracked by Wall St. Rank hold FTXN as of Q2 2026.

  • Regal Investment Advisors held 21,959 shares of First Trust Nasdaq Oil & Gas ETF worth $734K as of Q2 2026.
  • Regal Investment Advisors bought 12,759 First Trust Nasdaq Oil & Gas ETF shares in Q2 2026, an estimated $460K.
  • First Trust Nasdaq Oil & Gas ETF made up 0.04% of Regal Investment Advisors's portfolio in Q2 2026, its #382 holding.
  • Regal Investment Advisors first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2022 and has held it in 18 quarters since.
  • Regal Investment Advisors's First Trust Nasdaq Oil & Gas ETF position peaked at $901K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.