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 100 institutions that hold shares in the stock, with a total of 3.22 Million shares, which have been reported (via 13F filing form) to have a value of $83.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
9,641
shares
|
$251,533
0.02% of portfolio
|
Q1 2025
Added 18.8%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
9,563
shares
|
$249,498
0.08% of portfolio
|
Q1 2025
Reduced 21.28%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
9,121
shares
|
$237,966
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
8,650
shares
|
$225,678
0.0% of portfolio
|
Q1 2025
Added 223.0%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
8,392
shares
|
$218,947
0.0% of portfolio
|
Q1 2025
Reduced 69.89%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
8,370
shares
|
$218,373
0.08% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
8,355
shares
|
$217,981
0.15% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
7,999
shares
|
$208,693
0.01% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
7,939
shares
|
$207,128
0.04% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,604
shares
|
$198,388
0.01% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
6,425
shares
|
$167,628
0.07% of portfolio
|
Q3 2024
Reduced 13.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,295
shares
|
$164,236
0.01% of portfolio
|
Q1 2025
Reduced 18.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,985
shares
|
$156,148
0.0% of portfolio
|
Q1 2025
Reduced 15.89%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
5,524
shares
|
$144,121
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
5,487
shares
|
$143,155
0.1% of portfolio
|
Q1 2025
Reduced 84.66%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,577
shares
|
$119,413
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,895
shares
|
$75,530
0.0% of portfolio
|
Q4 2024
Added 108.12%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2,892
shares
|
$75,452
0.0% of portfolio
|
Q1 2025
Reduced 37.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,800
shares
|
$73,052
0.0% of portfolio
|
Q2 2024
Reduced 22.69%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
2,651
shares
|
$69,164
0.01% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,959
shares
|
$51,110
0.03% of portfolio
|
Q3 2023
Reduced 32.82%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,801
shares
|
$46,988
0.0% of portfolio
|
Q1 2025
Added 29916.67%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,525
shares
|
$39,787
0.0% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,325
shares
|
$34,569
0.02% of portfolio
|
Q3 2024
Reduced 45.92%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,150
shares
|
$30,003
0.02% of portfolio
|
Q3 2022
Added 27.78%
|