Westside Investment Management’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Westside Investment 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
2026 Q2	$18.4K	Hold	549	–	–	﹤0.01%	955
2026 Q1	$21.2K	Hold	549	–	–	﹤0.01%	880
2025 Q4	$15.3K	Hold	549	–	–	﹤0.01%	963
2025 Q3	$15.6K	Hold	549	–	–	﹤0.01%	973
2025 Q2	$14.9K	Hold	549	–	–	﹤0.01%	793
2025 Q1	$16.6K	Hold	549	–	–	﹤0.01%	605
2024 Q4	$15.8K	Hold	549	–	–	﹤0.01%	609
2024 Q3	$15.9K	Hold	549	–	–	﹤0.01%	613
2024 Q2	$16.9K	Hold	549	–	–	﹤0.01%	581
2024 Q1	$17.7K	Hold	549	–	–	﹤0.01%	543
2023 Q4	$15.5K	Hold	549	–	–	﹤0.01%	531
2023 Q3	$16.5K	Hold	549	–	–	﹤0.01%	509
2023 Q2	$14.5K	Hold	549	–	–	﹤0.01%	529
2023 Q1	$14.8K	Hold	549	–	–	﹤0.01%	524
2022 Q4	$15	Hold	549	–	–	﹤0.01%	553
2022 Q3	$13	Hold	549	–	–	﹤0.01%	557
2022 Q2	$12	Buy	+549	New	+$14.9K	﹤0.01%	576

Other funds holding FTXN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Westside Investment Management's FTXN Position: Q2 2026 in Review

Westside Investment Management held its First Trust Nasdaq Oil & Gas ETF (FTXN) position steady in Q2 2026 at 549 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Westside Investment Management first reported a position in FTXN in Q2 2022 and has held it in 17 quarters since. The position peaked at $21.2K in Q1 2026. 86 funds tracked by Wall St. Rank hold FTXN as of Q2 2026.

Westside Investment Management held 549 shares of First Trust Nasdaq Oil & Gas ETF worth $18.4K as of Q2 2026.
Westside Investment Management left its First Trust Nasdaq Oil & Gas ETF share count unchanged in Q2 2026.
First Trust Nasdaq Oil & Gas ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #955 holding.
Westside Investment Management first reported a position in First Trust Nasdaq Oil & Gas ETF in Q2 2022 and has held it in 17 quarters since.
Westside Investment Management's First Trust Nasdaq Oil & Gas ETF position peaked at $21.2K in Q1 2026.
86 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.