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 |
|---|---|---|---|---|---|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
1,150
shares
|
$31,981
0.02% of portfolio
|
Q3 2022
Added 27.78%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
1,105
shares
|
$30,730
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
666
shares
|
$18,521
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
549
shares
|
$15,267
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
518
shares
|
$14,405
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
500
shares
|
$13,905
0.0% of portfolio
|
Q1 2025
Reduced 57.3%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
487
shares
|
$13,543
0.0% of portfolio
|
Q1 2025
Reduced 92.22%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
456
shares
|
$12,681
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
387
shares
|
$10,762
0.0% of portfolio
|
Q2 2024
Reduced 96.32%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
333
shares
|
$9,260
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
330
shares
|
$9,177
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
325
shares
|
$9,038
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
307
shares
|
$8,537
0.01% of portfolio
|
Q2 2025
Reduced 92.54%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
214
shares
|
$5,951
0.0% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
201
shares
|
$5,589
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
190
shares
|
$5,283
0.0% of portfolio
|
Q1 2025
Reduced 71.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
186
shares
|
$5,172
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
181
shares
|
$5,033
0.0% of portfolio
|
Q3 2024
Reduced 85.8%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
170
shares
|
$4,727
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
71
shares
|
$1,974
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
71
shares
|
$1,974
0.0% of portfolio
|
Q3 2024
Reduced 60.77%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
66
shares
|
$1,835
0.0% of portfolio
|
Q4 2024
Reduced 20.48%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
48
shares
|
$1,334
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q1 2025
Reduced 97.44%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q1 2025
Reduced 94.44%
|