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Y.D. More Investments’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Y.D. More Investments’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
Q2 		– Sell
-15,500
Closed -$469K – 462
2025
Q1 		$469K Hold
15,500
– – 0.04% 148
2024
Q4 		$446K Buy
15,500
+1,500
+11% +$45.1K 0.04% 148
2024
Q3 		$405K Hold
14,000
– – 0.04% 154
2024
Q2 		$432K Hold
14,000
– – 0.04% 144
2024
Q1 		$452K Hold
14,000
– – 0.08% 121
2023
Q4 		$396K Buy
14,000
+5,500
+65% +$159K 0.08% 122
2023
Q3 		$255K Buy
+8,500
New +$246K 0.05% 138

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
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
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
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Y.D. More Investments's FTXN Position: Q2 2025 in Review

Y.D. More Investments sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q2 2025, closing a stake of 15,500 shares — an estimated $469K sold.

Y.D. More Investments first reported a position in FTXN in Q3 2023 and held it in 7 quarters. The position peaked at $469K in Q1 2025. 77 funds tracked by Wall St. Rank hold FTXN as of Q2 2025.

  • Y.D. More Investments reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q2 2025 after selling out during the quarter.
  • Y.D. More Investments sold 15,500 First Trust Nasdaq Oil & Gas ETF shares in Q2 2025, an estimated $469K.
  • Y.D. More Investments first reported a position in First Trust Nasdaq Oil & Gas ETF in Q3 2023 and held it in 7 quarters.
  • Y.D. More Investments's First Trust Nasdaq Oil & Gas ETF position peaked at $469K in Q1 2025.
  • 77 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q2 2025.

Based on Y.D. More Investments's 13F filing for Q2 2025, filed 11 Aug 2025.