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 85 institutions that hold shares in the stock, with a total of 2.9 Million shares, which have been reported (via 13F filing form) to have a value of $79 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,619
shares
|
$125,729
0.0% of portfolio
|
Q2 2025
Reduced 22.82%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,545
shares
|
$123,714
0.0% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,677
shares
|
$100,087
0.0% of portfolio
|
Q2 2025
Added 31.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,934
shares
|
$79,863
0.0% of portfolio
|
Q2 2025
Reduced 73.87%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
2,672
shares
|
$72,731
0.01% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,262
shares
|
$61,571
0.0% of portfolio
|
Q2 2025
Reduced 21.87%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,959
shares
|
$53,323
0.03% of portfolio
|
Q3 2023
Reduced 32.82%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,901
shares
|
$51,745
0.0% of portfolio
|
Q2 2025
Reduced 34.27%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,848
shares
|
$50,302
0.0% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,325
shares
|
$36,066
0.02% of portfolio
|
Q3 2024
Reduced 45.92%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,150
shares
|
$31,303
0.01% of portfolio
|
Q3 2022
Added 27.78%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,105
shares
|
$30,078
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
666
shares
|
$18,128
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
619
shares
|
$16,849
0.0% of portfolio
|
Q2 2025
Reduced 92.84%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
549
shares
|
$14,943
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
500
shares
|
$13,610
0.0% of portfolio
|
Q1 2025
Reduced 57.3%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
456
shares
|
$12,412
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
387
shares
|
$10,534
0.0% of portfolio
|
Q2 2024
Reduced 96.32%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
333
shares
|
$9,064
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
330
shares
|
$8,982
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
326
shares
|
$8,873
0.0% of portfolio
|
Q2 2025
Added 71.58%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
325
shares
|
$8,846
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
201
shares
|
$5,471
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
186
shares
|
$5,062
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
181
shares
|
$4,926
0.0% of portfolio
|
Q3 2024
Reduced 85.8%
|