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Summit Financial’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Summit Financial’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 		– Sell
-13,460
Closed -$376K – 1430
2025
Q4 		$376K Sell
13,460
-3,025
-18% -$84.5K 0.01% 988
2025
Q3 		$469K Buy
+16,485
New +$462K 0.01% 903

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 $1.15B AUM 24.78% 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 $74.2B AUM 21.09% 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

Summit Financial's FTXN Position: Q1 2026 in Review

Summit Financial sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q1 2026, closing a stake of 13,460 shares — an estimated $376K sold.

Summit Financial first reported a position in FTXN in Q3 2025 and held it in 2 quarters. The position peaked at $469K in Q3 2025. 80 funds tracked by Wall St. Rank hold FTXN as of Q1 2026.

  • Summit Financial reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 13,460 First Trust Nasdaq Oil & Gas ETF shares in Q1 2026, an estimated $376K.
  • Summit Financial first reported a position in First Trust Nasdaq Oil & Gas ETF in Q3 2025 and held it in 2 quarters.
  • Summit Financial's First Trust Nasdaq Oil & Gas ETF position peaked at $469K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.