VAG
FTXN icon

VisionPoint Advisory Group’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-234
Closed -$7.22K – 443
2024
Q2 		$7.22K Hold
234
– – ﹤0.01% 520
2024
Q1 		$7.56K Buy
+234
New +$6.79K ﹤0.01% 488

Other funds holding FTXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VisionPoint Advisory Group's FTXN Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q3 2024, closing a stake of 234 shares — an estimated $7.22K sold.

VisionPoint Advisory Group first reported a position in FTXN in Q1 2024 and held it in 2 quarters. The position peaked at $7.56K in Q1 2024. 81 funds tracked by Wall St. Rank hold FTXN as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 234 First Trust Nasdaq Oil & Gas ETF shares in Q3 2024, an estimated $7.22K.
  • VisionPoint Advisory Group first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2024 and held it in 2 quarters.
  • VisionPoint Advisory Group's First Trust Nasdaq Oil & Gas ETF position peaked at $7.56K in Q1 2024.
  • 81 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.