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WealthBridge Capital Management’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

WealthBridge Capital Management’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
2023
Q2 		– Sell
-8,335
Closed -$225K – 189
2023
Q1 		$225K Buy
+8,335
New +$230K 0.09% 174

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RJFSA
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Envestnet Asset Management
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

WealthBridge Capital Management's FTXN Position: Q2 2023 in Review

WealthBridge Capital Management sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q2 2023, closing a stake of 8,335 shares — an estimated $225K sold.

WealthBridge Capital Management first reported a position in FTXN in Q1 2023 and held it in 1 quarter. The position peaked at $225K in Q1 2023. 95 funds tracked by Wall St. Rank hold FTXN as of Q2 2023.

  • WealthBridge Capital Management reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q2 2023 after selling out during the quarter.
  • WealthBridge Capital Management sold 8,335 First Trust Nasdaq Oil & Gas ETF shares in Q2 2023, an estimated $225K.
  • WealthBridge Capital Management first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2023 and held it in 1 quarter.
  • WealthBridge Capital Management's First Trust Nasdaq Oil & Gas ETF position peaked at $225K in Q1 2023.
  • 95 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q2 2023.

Based on WealthBridge Capital Management's 13F filing for Q2 2023, filed 1 Aug 2023.