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Sound Income Strategies’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Sound Income Strategies’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 		– Sell
-2,096
Closed -$78.2K – 1187
2026
Q1 		$78.2K Sell
2,096
-333
-14% -$11.1K ﹤0.01% 680
2025
Q4 		$71.1K Buy
+2,429
New +$67.8K ﹤0.01% 684

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sound Income Strategies's FTXN Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q2 2026, closing a stake of 2,096 shares — an estimated $78.2K sold.

Sound Income Strategies first reported a position in FTXN in Q4 2025 and held it in 2 quarters. The position peaked at $78.2K in Q1 2026. 66 funds tracked by Wall St. Rank hold FTXN as of Q2 2026.

  • Sound Income Strategies reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2,096 First Trust Nasdaq Oil & Gas ETF shares in Q2 2026, an estimated $78.2K.
  • Sound Income Strategies first reported a position in First Trust Nasdaq Oil & Gas ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's First Trust Nasdaq Oil & Gas ETF position peaked at $78.2K in Q1 2026.
  • 66 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.