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First Trust Nasdaq Food & Beverage ETF (FTXG) Institutional Ownership

First Trust Nasdaq Food & Beverage ETF logo
$23.14 +0.40 (+1.76%)
As of 11:02 AM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Nasdaq Food & Beverage ETF (NASDAQ:FTXG)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$5.97M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$462.63K
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FTXG Institutional Buying and Selling by Quarter

First Trust Nasdaq Food & Beverage ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 Parallel Advisors LLC1,115$25K0.0%N/A0.149%
6/3/2026 NewEdge Advisors LLC1,639$36K0.0%-42.8%0.219%
6/1/2026 Financial Solutions Advisory Group Inc.36,915$817K0.1%N/A4.922%
5/18/2026Royal Bank of Canada19,009$421K0.0%+250.1%2.535%
5/7/2026 Parallel Advisors LLC1,115$25K0.0%N/A0.149%
5/5/2026 Journey Advisory Group LLC116,359$2.58M0.2%N/A15.515%
2/18/2026 NewEdge Advisors LLC2,866$60K0.0%-61.8%0.358%
2/18/2026IHT Wealth Management LLC39,201$821K0.0%+94.9%4.900%
2/17/2026Osaic Holdings Inc.6,344$133K0.0%+31.2%0.793%
2/17/2026Royal Bank of Canada5,430$114K0.0%+348.0%0.679%
2/13/2026 Stifel Financial Corp19,660$412K0.0%N/A2.458%
2/11/2026 LPL Financial LLC13,432$281K0.0%+37.0%1.679%
2/10/2026Goldman Sachs Group Inc.31,493$660K0.0%+24.1%3.937%
1/8/2026 Wealth Enhancement Advisory Services LLC16,108$334K0.0%-13.3%2.014%
1/5/2026 Miller Global Investments LLC1,712$36K0.0%N/A0.214%
11/17/2025 NewEdge Advisors LLC7,495$161K0.0%-21.0%0.882%
11/17/2025Citadel Advisors LLC35,284$756K0.0%+2.6%4.151%
11/13/2025UBS Group AG46,633$1M0.0%N/A5.486%
11/13/2025 Wakefield Asset Management LLLP42,790$917K0.3%+3.7%5.034%
10/29/2025 Wealth Enhancement Advisory Services LLC18,586$401K0.0%-8.4%2.187%
10/6/2025 Nilsine Partners LLC48,250$1.03M0.1%-16.7%5.676%
8/14/2025Raymond James Financial Inc.6,636$147K0.0%N/A0.664%
8/14/2025 NewEdge Advisors LLC9,491$211K0.0%-19.3%0.949%
8/5/2025 Wakefield Asset Management LLLP41,279$916K0.3%N/A4.128%
7/30/2025 Journey Advisory Group LLC116,653$2.59M0.2%N/A11.665%
7/10/2025 Wealth Enhancement Advisory Services LLC20,294$461K0.0%-12.3%2.029%
6/27/2025Goldman Sachs Group Inc.36,261$857K0.0%-8.6%2.339%
5/16/2025Goldman Sachs Group Inc.36,261$857K0.0%-8.6%2.339%
5/16/2025NewEdge Advisors LLC11,758$278K0.0%-7.1%0.759%
4/22/2025Nilsine Partners LLC31,371$742K0.1%-12.2%2.024%
4/16/2025Wealth Enhancement Advisory Services LLC23,136$547K0.0%-15.3%2.012%
3/17/2025Wealth Enhancement Advisory Services LLC27,326$630K0.0%N/A2.733%
2/18/2025GTS Securities LLC35,306$813K0.0%-19.0%3.531%
2/13/2025NewEdge Advisors LLC12,659$292K0.0%-9.2%1.266%
2/13/2025Wells Fargo & Company MN37,663$868K0.0%-43.9%3.766%
2/11/2025LPL Financial LLC37,139$856K0.0%-43.9%3.714%
1/22/2025Nilsine Partners LLC35,716$823K0.1%-1.3%3.572%
11/15/2024Jane Street Group LLC10,061$258K0.0%N/A0.774%
10/8/2024WealthCare Investment Partners LLC12,583$314K0.1%-28.8%0.968%
7/31/2024Nilsine Partners LLC40,094$941K0.1%-5.8%2.358%
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7/18/2024WealthCare Investment Partners LLC17,680$415K0.2%-18.5%1.040%
7/16/2024Apeiron RIA LLC11,553$271K0.1%-21.0%0.680%
7/16/2024Bbjs Financial Advisors LLC123,672$2.90M1.1%+0.8%7.275%
5/7/2024WMG Financial Advisors LLC30,657$762K0.4%-10.2%1.394%
5/1/2024Janney Montgomery Scott LLC95,826$2.38M0.0%-6.4%4.356%
4/30/2024Private Advisor Group LLC28,190$701K0.0%-12.5%1.281%
4/29/2024Benjamin F. Edwards & Company Inc.91,898$2.29M0.0%-4.5%4.177%
4/22/2024Nilsine Partners LLC42,576$1.06M0.1%-85.6%1.935%
4/15/2024WealthCare Investment Partners LLC21,704$540K0.3%-30.3%0.987%
2/14/2024Regal Investment Advisors LLC22,405$544K0.0%-13.7%0.845%
2/9/2024Founders Financial Alliance LLC5,738$139K0.1%+10.6%0.217%
2/8/2024WMG Financial Advisors LLC34,141$828K0.5%-6.9%1.288%
2/8/2024Janney Montgomery Scott LLC102,349$2.48M0.0%-2.0%3.862%
2/6/2024Lincoln National Corp16,121$391K0.0%-13.1%0.608%
2/6/2024Private Advisor Group LLC32,219$782K0.0%-24.4%1.216%
2/6/2024Benjamin F. Edwards & Company Inc.96,258$2.34M0.0%-10.1%3.632%
2/2/2024Truist Financial Corp21,788$529K0.0%-23.0%0.822%
2/1/2024NewSquare Capital LLC2,790$68K0.0%-48.8%0.105%
1/25/2024International Assets Investment Management LLC25,109$609K0.0%N/A0.948%
1/24/2024Nilsine Partners LLC296,520$7.19M1.1%-14.9%11.189%
1/24/2024International Assets Investment Management LLC25,109$609K0.0%N/A0.948%
1/24/2024Commonwealth Retirement Investments LLC11,908$289K0.2%N/A0.449%
1/23/2024Trust Co. of Oklahoma19,413$471K0.2%-21.2%0.733%
1/18/2024WealthCare Investment Partners LLC31,126$760K0.4%-11.5%1.038%
1/16/2024Raymond James & Associates14,907$362K0.0%-70.1%0.497%
1/12/2024Apeiron RIA LLC16,693$405K0.1%-17.4%0.538%
1/9/2024DB Wealth Management Group LLC6,573$159K0.1%-66.0%0.212%
11/14/2023Gateway Advisory LLC77,997$1.85M0.4%+5.4%1.814%
11/13/2023LPL Financial LLC197,664$4.68M0.0%-19.6%4.597%
11/13/2023Regal Investment Advisors LLC25,960$615K0.0%+74.6%0.604%
11/13/2023Transatlantique Private Wealth LLC50,761$1.20M0.6%+4.0%1.180%
11/9/2023DB Wealth Management Group LLC19,324$458K0.3%-62.4%0.449%
11/8/2023Janney Montgomery Scott LLC104,477$2.47M0.0%-4.8%2.430%
11/6/2023Lincoln National Corp18,559$439K0.0%-3.8%0.432%
11/3/2023NewSquare Capital LLC5,448$129K0.0%-99.0%0.127%
11/3/2023Private Advisor Group LLC42,605$1.01M0.0%-1.1%0.979%
11/1/2023Nilsine Partners LLC348,302$8.25M1.2%+114.0%8.007%
11/1/2023Csenge Advisory Group228,107$5.40M0.4%+5.8%5.244%
10/24/2023Raymond James Financial Services Advisors Inc.13,316$315K0.0%-97.3%0.306%
10/24/2023Raymond James & Associates49,922$1.18M0.0%-81.9%1.148%
10/24/2023Cambridge Investment Research Advisors Inc.11,182$265K0.0%-57.7%0.257%
10/23/2023Commonwealth Equity Services LLC8,951$212K0.0%-94.1%0.197%
10/19/2023Apeiron RIA LLC20,209$479K0.2%+33.4%0.444%
10/17/2023DAVENPORT & Co LLC54,569$1.29M0.0%-3.9%1.102%
10/16/2023Trust Co. of Oklahoma24,651$584K0.2%+196.1%0.498%
10/11/2023CWM LLC339,706$8.04M0.0%+47.6%6.596%
10/10/2023WealthCare Investment Partners LLC35,151$820K0.5%-32.4%0.683%
10/10/2023Cyndeo Wealth Partners LLC243,643$5.77M0.6%-2.5%4.731%
8/14/2023Guardian Wealth Advisors LLC NC46,170$1.21M0.2%N/A0.119%
8/11/2023Regal Investment Advisors LLC14,872$390K0.0%+51.9%0.038%
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8/11/2023Baird Financial Group Inc.199,415$5.23M0.0%-3.2%0.515%
8/10/2023Gateway Advisory LLC74,000$1.94M0.4%+2.2%0.191%
8/10/2023Commonwealth Equity Services LLC150,539$3.95M0.0%-48.3%0.388%
8/10/2023Private Advisor Group LLC43,075$1.13M0.0%+21.9%0.111%
8/10/2023Meitav Investment House Ltd.1,434$38K0.0%N/A0.004%
8/10/2023Cetera Advisor Networks LLC27,350$717K0.0%-23.4%0.071%
8/8/2023Claro Advisors LLC8,359$219K0.1%-5.8%0.022%
8/7/2023Lincoln National Corp19,296$506K0.0%+4.7%0.050%
8/4/2023Envestnet Asset Management Inc.79,842$2.09M0.0%-0.6%0.206%
8/4/2023IFP Advisors Inc2,315$44K0.0%-16.0%0.006%


FTXG Institutional Ownership - Frequently Asked Questions

During the previous two years, 21 institutional investors and hedge funds held shares of First Trust Nasdaq Food & Beverage ETF. The most heavily invested institutionals were Journey Advisory Group LLC ($2.58M), Nilsine Partners LLC ($1.03M), UBS Group AG ($1M), Wakefield Asset Management LLLP ($917K), Wells Fargo & Company MN ($868K), IHT Wealth Management LLC ($821K), and Financial Solutions Advisory Group Inc. ($817K).Learn more on First Trust Nasdaq Food & Beverage ETF's institutional investors.

Of the 16 institutional investors that purchased First Trust Nasdaq Food & Beverage ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Journey Advisory Group LLC ($233.01K), UBS Group AG ($46.63K), Wakefield Asset Management LLLP ($42.79K), Financial Solutions Advisory Group Inc. ($36.92K), Wealth Enhancement Advisory Services LLC ($27.33K), Stifel Financial Corp ($19.66K), and IHT Wealth Management LLC ($19.09K).

Institutional investors have bought a total of 274,052 shares in the last 24 months. This purchase volume represents approximately $5.97M in transactions.

The following institutional investors have sold First Trust Nasdaq Food & Beverage ETF stock in the last 24 months: Nilsine Partners LLC ($9.65K), NewEdge Advisors LLC ($7.85K), and Wealth Enhancement Advisory Services LLC ($4.19K).

Institutional investors have sold a total of 21,691 shares in the last 24 months. This volume of shares sold represents approximately $462.63K in transactions.


Related Companies

Institutional ownership data for NASDAQ:FTXG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
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