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 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Westside Investment Management's FTXN Position: Q1 2026 in Review

Westside Investment Management held its First Trust Nasdaq Oil & Gas ETF (FTXN) position steady in Q1 2026 at 549 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Westside Investment Management first reported a position in FTXN in Q2 2022 and has held it in 16 quarters since. 80 funds tracked by Wall St. Rank hold FTXN as of Q1 2026.

Westside Investment Management held 549 shares of First Trust Nasdaq Oil & Gas ETF worth $21.2K as of Q1 2026.
Westside Investment Management left its First Trust Nasdaq Oil & Gas ETF share count unchanged in Q1 2026.
First Trust Nasdaq Oil & Gas ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #880 holding.
Westside Investment Management first reported a position in First Trust Nasdaq Oil & Gas ETF in Q2 2022 and has held it in 16 quarters since.
80 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.