Sigma Planning Corp’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Sigma Planning Corp’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	-21,301	Closed	-$606K	–	1334
2025 Q3	$606K	Buy	21,301 +875	+4%	+$24.5K	0.02%	731
2025 Q2	$556K	Buy	+20,426	New	+$546K	0.02%	738
2025 Q1	–	Sell	-40,084	Closed	-$1.15M	–	1232
2024 Q4	$1.15M	Buy	+40,084	New	+$1.21M	0.04%	446
2022 Q2	–	Sell	-55,234	Closed	-$1.46M	–	1349
2022 Q1	$1.46M	Buy	+55,234	New	+$1.3M	0.04%	404
2020 Q4	–	Sell	-118,367	Closed	-$1.1M	–	1223
2020 Q3	$1.1M	Buy	118,367 +728	+0.6%	+$7.89K	0.04%	372
2020 Q2	$1.27M	Buy	+117,639	New	+$1.27M	0.06%	323

Other funds holding FTXN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sigma Planning Corp's FTXN Position: Q4 2025 in Review

Sigma Planning Corp sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q4 2025, closing a stake of 21,301 shares — an estimated $606K sold.

Sigma Planning Corp first reported a position in FTXN in Q2 2020 and held it in 6 quarters. The position peaked at $1.46M in Q1 2022. 77 funds tracked by Wall St. Rank hold FTXN as of Q4 2025.

Sigma Planning Corp reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q4 2025 after selling out during the quarter.
Sigma Planning Corp sold 21,301 First Trust Nasdaq Oil & Gas ETF shares in Q4 2025, an estimated $606K.
Sigma Planning Corp first reported a position in First Trust Nasdaq Oil & Gas ETF in Q2 2020 and held it in 6 quarters.
Sigma Planning Corp's First Trust Nasdaq Oil & Gas ETF position peaked at $1.46M in Q1 2022.
77 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.