Institutional Ownership First Tr ETF Vi Nasdaq Oil & G (FTXN)
This table provides information about the institutional ownership of First Tr ETF Vi Nasdaq Oil & G (FTXN). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 2.67 Million shares, which have been reported (via 13F filing form) to have a value of $76.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
506,865
shares
|
$14.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
363,362
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
250,157
shares
|
$7.18 Million
0.01% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
128,943
shares
|
$3.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
121,545
shares
|
$3.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
111,365
shares
|
$3.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
95,102
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
92,401
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.15%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Oct 29, 2025 Q3 2025 |
88,708
shares
|
$2.55 Million
1.71% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,411
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
69,935
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.86%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
61,591
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
55,748
shares
|
$1.6 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
45,161
shares
|
$1.3 Million
0.27% of portfolio
|
Q1 2024
Added 3.31%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
44,389
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
40,538
shares
|
$1.16 Million
0.46% of portfolio
|
Q4 2022
Reduced 96.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
30,633
shares
|
$879,779
0.0% of portfolio
|
Q2 2025
Reduced 40.36%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
24,622
shares
|
$707,143
0.0% of portfolio
|
Q3 2025
Reduced 18.92%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
24,020
shares
|
$689,854
0.0% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
21,301
shares
|
$611,764
0.02% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
20,890
shares
|
$599,960
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
20,520
shares
|
$589,334
0.0% of portfolio
|
Q2 2023
Reduced 34.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
17,941
shares
|
$515,265
0.0% of portfolio
|
Q3 2025
Reduced 24.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
17,313
shares
|
$497,229
0.0% of portfolio
|
Q2 2025
Reduced 48.9%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
16,485
shares
|
$473,449
0.01% of portfolio
|
Q3 2025
New holding
|
|