SS
FTXN icon

Simplicity Solutions’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-17,904
Closed -$208K – 665
2020
Q4 		$208K Buy
+17,904
New +$191K ﹤0.01% 896

Other funds holding FTXN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Simplicity Solutions's FTXN Position: Q1 2021 in Review

Simplicity Solutions sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q1 2021, closing a stake of 17,904 shares — an estimated $208K sold.

Simplicity Solutions first reported a position in FTXN in Q4 2020 and held it in 1 quarter. The position peaked at $208K in Q4 2020. 23 funds tracked by Wall St. Rank hold FTXN as of Q1 2021.

  • Simplicity Solutions reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 17,904 First Trust Nasdaq Oil & Gas ETF shares in Q1 2021, an estimated $208K.
  • Simplicity Solutions first reported a position in First Trust Nasdaq Oil & Gas ETF in Q4 2020 and held it in 1 quarter.
  • Simplicity Solutions's First Trust Nasdaq Oil & Gas ETF position peaked at $208K in Q4 2020.
  • 23 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.