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Wealthspire Advisors (New York)’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,043
Closed -$29.7K – 1728
2025
Q3 		$29.7K Buy
+1,043
New +$29.2K ﹤0.01% 1468

Other funds holding FTXN

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s FTXN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q4 2025, closing a stake of 1,043 shares — an estimated $29.7K sold.

Wealthspire Advisors (New York) first reported a position in FTXN in Q3 2025 and held it in 1 quarter. The position peaked at $29.7K in Q3 2025. 77 funds tracked by Wall St. Rank hold FTXN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,043 First Trust Nasdaq Oil & Gas ETF shares in Q4 2025, an estimated $29.7K.
  • Wealthspire Advisors (New York) first reported a position in First Trust Nasdaq Oil & Gas ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s First Trust Nasdaq Oil & Gas ETF position peaked at $29.7K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.