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 101 institutions that hold shares in the stock, with a total of 3.56 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,575
shares
|
$41,091
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,171
shares
|
$30,551
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
1,150
shares
|
$30,003
0.02% of portfolio
|
Q3 2022
Added 27.78%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,105
shares
|
$28,829
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
674
shares
|
$17,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
666
shares
|
$17,375
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
600
shares
|
$15,654
0.0% of portfolio
|
Q1 2024
Reduced 70.0%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
549
shares
|
$14,323
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
387
shares
|
$10,096
0.0% of portfolio
|
Q2 2024
Reduced 96.32%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
300
shares
|
$7,827
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
280
shares
|
$7,305
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
213
shares
|
$5,557
0.0% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
201
shares
|
$5,244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
194
shares
|
$5,061
0.0% of portfolio
|
Q4 2024
Reduced 17.09%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
181
shares
|
$4,722
0.0% of portfolio
|
Q3 2024
Reduced 85.8%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
111
shares
|
$2,895
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
71
shares
|
$1,852
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
71
shares
|
$1,852
0.0% of portfolio
|
Q3 2024
Reduced 60.77%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
66
shares
|
$1,721
0.0% of portfolio
|
Q4 2024
Reduced 20.48%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
54
shares
|
$1,408
0.0% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
48
shares
|
$1,252
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
18
shares
|
$469
0.0% of portfolio
|
Q4 2024
Reduced 97.29%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
1
shares
|
$26
0.0% of portfolio
|
Q1 2025
Reduced 97.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|