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 2.93 Million shares, which have been reported (via 13F filing form) to have a value of $82.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
541,710
shares
|
$15.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
490,829
shares
|
$13.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
245,169
shares
|
$6.93 Million
0.01% of portfolio
|
Q2 2025
Added 118.01%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
139,412
shares
|
$3.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
130,120
shares
|
$3.68 Million
0.01% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
111,906
shares
|
$3.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
105,186
shares
|
$2.97 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
95,102
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.75%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Aug 11, 2025 Q2 2025 |
89,943
shares
|
$2.54 Million
1.78% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
86,186
shares
|
$2.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,411
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
62,779
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
55,748
shares
|
$1.57 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
45,161
shares
|
$1.28 Million
0.27% of portfolio
|
Q1 2024
Added 3.31%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
44,822
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
40,538
shares
|
$1.15 Million
0.46% of portfolio
|
Q4 2022
Reduced 96.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
34,861
shares
|
$984,823
0.0% of portfolio
|
Q2 2025
Added 18.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
30,457
shares
|
$860,410
0.0% of portfolio
|
Q2 2025
Reduced 40.36%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
30,368
shares
|
$857,896
0.0% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
28,985
shares
|
$818,826
0.27% of portfolio
|
Q2 2025
Reduced 23.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
23,726
shares
|
$670,259
0.0% of portfolio
|
Q2 2025
Reduced 50.97%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
23,220
shares
|
$655,965
0.0% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
21,634
shares
|
$611,160
0.0% of portfolio
|
Q2 2025
Reduced 24.71%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
20,520
shares
|
$579,690
0.0% of portfolio
|
Q2 2023
Reduced 34.83%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
20,426
shares
|
$577,034
0.02% of portfolio
|
Q2 2025
New holding
|