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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,920
shares
|
$141,302
0.0% of portfolio
|
Q3 2025
Reduced 20.03%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,545
shares
|
$130,532
0.0% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,276
shares
|
$122,806
0.0% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,500
shares
|
$100,520
0.0% of portfolio
|
Q3 2025
Reduced 59.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,484
shares
|
$100,060
0.0% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
2,689
shares
|
$77,228
0.01% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,336
shares
|
$67,089
0.0% of portfolio
|
Q3 2025
Reduced 20.38%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,262
shares
|
$64,964
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
|
$56,262
0.03% of portfolio
|
Q3 2023
Reduced 32.82%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,853
shares
|
$53,218
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,325
shares
|
$38,054
0.02% of portfolio
|
Q3 2024
Reduced 45.92%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,150
shares
|
$33,028
0.01% of portfolio
|
Q3 2022
Added 27.78%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,105
shares
|
$31,735
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,043
shares
|
$29,954
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
666
shares
|
$19,127
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
639
shares
|
$18,352
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
549
shares
|
$15,767
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
456
shares
|
$13,096
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
387
shares
|
$11,114
0.0% of portfolio
|
Q2 2024
Reduced 96.32%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
333
shares
|
$9,563
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
310
shares
|
$8,903
0.0% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
201
shares
|
$5,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
181
shares
|
$5,198
0.0% of portfolio
|
Q3 2025
Reduced 44.48%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
181
shares
|
$5,198
0.0% of portfolio
|
Q3 2024
Reduced 85.8%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
171
shares
|
$4,911
0.0% of portfolio
|
Q2 2025
Reduced 64.89%
|
|