Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
First Trust Nasdaq Oil & Gas ETF(FTXN)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FTXN
11/06/2026: FTXN (1-star) is a SELL. SELL for 1 day. Simulated Profits (-10.47%). Updated daily EoD!
The First Trust Nasdaq Oil & Gas ETF (FTXN) provides targeted exposure to U.S. companies involved in the exploration, production, and service sectors of the oil and gas industry. By utilizing a liquidity-weighted approach, it focuses on actively traded firms, offering a unique alternative to broader energy funds. While it provides a potential hedge against inflation and opportunities during energy bull markets, it carries significant risks related to commodity price volatility and long-term energy transition. It is best suited for investors with a high risk tolerance who are looking for tactical sector exposure rather than a core long-term portfolio holding.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund can experience periods of strong growth when oil prices are rising, but it is fundamentally a cyclical play. |
| Momentum investor | Strong fit while signal remains positive | Momentum traders often use this fund to capture trends in oil price cycles during sustained bull markets. |
| Value investor | Strong fit | Energy companies often trade at lower multiples and provide consistent dividends, appealing to value-conscious investors. |
| Dividend/Income investor | Strong fit | Many companies in this sector are mature firms that pay reliable and attractive dividends. |
| Low-risk investor | Weak fit | The inherent volatility of commodity markets makes this an unsuitable choice for risk-averse investors. |
Investor Profile
Ideal Investor Profile
Investors looking for a tactical, sector-specific vehicle to gain exposure to U.S. oil and gas companies.
Suitability
Best suited for intermediate to long-term investors who have a high risk tolerance and a clear thesis on the energy market.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Energy prices are notoriously volatile, which directly translates to significant swings in fund share price. |
| Market risk | Medium / high | The fund is subject to systemic market risks that affect the broader equity markets and the energy sector specifically. |
| Concentration | High | The fund is limited to the oil and gas sector, lacking diversification across other sectors like technology or healthcare. |
| Tracking/expense | Low | The fund tracks its index efficiently, though its expense ratio is higher than some broad-market peers. |
| Liquidity | Medium | Lower trading volume compared to industry giants could lead to higher slippage during periods of market stress. |
| Business/sector quality | Medium | The sector faces long-term structural risks related to the global transition toward renewable energy. |
Risk Analysis
Volatility
FTXN experiences high volatility due to its narrow concentration in the cyclical oil and gas industry, frequently moving in tandem with energy commodity prices.
Market Risk
The fund faces significant market risk, particularly from sector-specific shocks such as regulatory changes, environmental legislation, and commodity market fluctuations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | U.S. Oil & Gas Exploration and Production | 45 | These companies are directly impacted by fluctuations in crude oil and natural gas prices. |
| Industry | Integrated Oil & Gas | 35 | Integrated firms provide stability through diversified operations across upstream and downstream activities. |
| Industry | Oil & Gas Equipment and Services | 15 | These companies provide the essential infrastructure and services required for energy extraction. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Minor cash holdings are maintained for liquidity and operational purposes. |
Analysis of Past Performance
Type ETF | Historic Profit -23.16% | Avg. Invested days 32 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.