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 3.21 Million shares, which have been reported (via 13F filing form) to have a value of $89.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
9,563
shares
|
$265,947
0.08% of portfolio
|
Q1 2025
Reduced 21.28%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
9,426
shares
|
$262,137
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
9,357
shares
|
$260,218
0.08% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
9,121
shares
|
$253,655
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
8,650
shares
|
$240,556
0.0% of portfolio
|
Q1 2025
Added 223.0%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
8,392
shares
|
$233,381
0.0% of portfolio
|
Q1 2025
Reduced 69.89%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
8,355
shares
|
$232,352
0.15% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
7,999
shares
|
$222,452
0.01% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
7,939
shares
|
$220,783
0.04% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,877
shares
|
$219,059
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,604
shares
|
$211,467
0.01% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
6,425
shares
|
$178,679
0.07% of portfolio
|
Q3 2024
Reduced 13.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,295
shares
|
$175,063
0.01% of portfolio
|
Q1 2025
Reduced 18.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,985
shares
|
$166,442
0.0% of portfolio
|
Q1 2025
Reduced 15.89%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
5,524
shares
|
$153,622
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
5,487
shares
|
$152,593
0.1% of portfolio
|
Q1 2025
Reduced 84.66%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,577
shares
|
$127,286
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,895
shares
|
$80,509
0.0% of portfolio
|
Q4 2024
Added 108.12%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2,892
shares
|
$80,426
0.0% of portfolio
|
Q1 2025
Reduced 37.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,800
shares
|
$77,868
0.0% of portfolio
|
Q2 2024
Reduced 22.69%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
2,651
shares
|
$73,724
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
|
$54,479
0.03% of portfolio
|
Q3 2023
Reduced 32.82%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,848
shares
|
$51,392
0.0% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,525
shares
|
$42,410
0.0% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,325
shares
|
$36,848
0.02% of portfolio
|
Q3 2024
Reduced 45.92%
|