Free Trial
→ Trump set to Boost Social Security Checks by 400%? (From InvestorPlace) (Ad) Free FTXO Stock Alerts

First Trust Nasdaq Bank ETF (FTXO) Institutional Ownership

First Trust Nasdaq Bank ETF logo
$33.01 -0.23 (-0.69%)
Closing price 04:00 PM Eastern
Extended Trading
$33.04 +0.03 (+0.09%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for First Trust Nasdaq Bank ETF (NASDAQ:FTXO)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$80.67M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$8.56M
Get FTXO Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Nasdaq Bank ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FTXO Institutional Buying and Selling by Quarter

First Trust Nasdaq Bank ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025 Atria Investments Inc31,134$1.03M0.0%+9.7%0.455%
8/4/2025 Assetmark Inc.141,526$4.68M0.0%+22.0%2.066%
8/4/2025 World Investment Advisors37,450$1.24M0.0%+19.6%0.547%
8/1/2025 Envestnet Asset Management Inc.360,429$11.91M0.0%+0.9%5.262%
7/28/2025 Harbour Investments Inc.10,762$355K0.0%+4.8%0.157%
7/25/2025 Atria Wealth Solutions Inc.12,332$407K0.0%-23.0%0.180%
7/25/2025 Envestnet Portfolio Solutions Inc.17,003$562K0.0%-32.7%0.248%
7/24/2025 IFP Advisors Inc39,926$1.32M0.0%-2.3%0.583%
7/17/2025 Janney Montgomery Scott LLC107,053$3.54M0.0%-7.7%1.551%
7/17/2025 Wagner Wealth Management LLC166,630$5.50M1.3%+5.0%2.415%
7/15/2025 Traction Financial Partners LLC6,663$220K0.1%N/A0.097%
7/14/2025 Iams Wealth Management LLC35,836$1.18M0.5%-3.8%0.519%
7/10/2025 Wealth Enhancement Advisory Services LLC11,781$409K0.0%-12.6%0.171%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,065$35K0.0%-22.0%0.015%
7/2/2025 HBW Advisory Services LLC7,888$261K0.0%+5.7%0.113%
5/16/2025Coppell Advisory Solutions LLC33,936$991K0.1%-52.1%0.456%
5/16/2025NewEdge Advisors LLC21,074$641K0.0%+784.3%0.283%
5/15/2025Royal Bank of Canada218,518$6.64M0.0%-26.8%2.933%
5/14/2025Comerica Bank922$28K0.0%N/A0.012%
5/14/2025Kestra Advisory Services LLC57,256$1.74M0.0%+7.8%0.769%
5/13/2025Raymond James Financial Inc.247,167$7.51M0.0%+82.4%3.318%
5/12/2025Benjamin Edwards Inc.37,421$1.14M0.0%+33.9%0.502%
5/9/2025 Atria Wealth Solutions Inc.16,012$487K0.0%-7.6%0.215%
5/8/2025Private Advisory Group LLC20,285$617K0.1%N/A0.272%
5/7/2025LPL Financial LLC526,603$16.01M0.0%+102.9%7.068%
5/6/2025 Assetmark Inc.116,049$3.53M0.0%+5.1%1.558%
5/6/2025Cetera Investment Advisers132,570$4.03M0.0%+19.4%1.779%
5/6/2025AE Wealth Management LLC44,684$1.36M0.0%-3.8%0.600%
5/6/2025 BlueChip Wealth Advisors LLC6,764$206K0.1%N/A0.091%
5/6/2025PFG Advisors53,609$1.63M0.1%+67.3%0.720%
5/5/2025 IFP Advisors Inc40,866$1.24M0.0%N/A0.549%
5/5/2025OneAscent Financial Services LLC21,846$664K0.0%+6.8%0.293%
5/2/2025Sigma Planning Corp6,993$213K0.0%N/A0.094%
5/1/2025Gateway Wealth Partners LLC29,536$898K0.2%N/A0.396%
4/30/2025TradeWell Securities LLC.218,597$6.65M3.7%-3.2%2.934%
4/30/2025Synergy Investment Management LLC2,118$64K0.0%N/A0.028%
4/29/2025 Envestnet Asset Management Inc.357,224$10.86M0.0%+6.6%4.795%
4/29/2025Bank of New York Mellon Corp37,123$1.13M0.0%+3.1%0.498%
4/29/2025 World Investment Advisors31,308$952K0.0%N/A0.420%
4/29/2025OneDigital Investment Advisors LLC7,106$216K0.0%N/A0.095%
Guess Who the Gvt Could Partner With Next? (Ad)

The Government Just Made a $400M Bet. Who's Next? A $100 trillion wealth shift is quietly underway... and the government just confirmed it. The Pentagon just became the largest shareholder in MP Materials (NYSE: MP), locking in 100% of the company's rare-earth production for the next decade... and sending the stock soaring. According to former hedge fund manager Whitney Tilson, this is just the beginning. He's been warning this would happen: that the government would start monetizing America's hidden assets... land, energy, resources ... by backing select public companies. Now he believes he's found the $10 stock that could be next. It's already being scooped up by billionaire investors... and he's prepared to reveal the name and ticker... for free.

Click here for the full story, and to see how you could turn a small investment into huge potential
4/28/2025 D.A. Davidson & CO.17,528$533K0.0%+115.0%0.235%
4/28/2025 Arlington Trust Co LLC2,000$61K0.0%N/A0.027%
4/23/2025 International Assets Investment Management LLC9,728$296K0.0%+29.6%0.131%
4/22/2025 Cambridge Investment Research Advisors Inc.86,657$2.63M0.0%+13.5%1.163%
4/22/2025 Nilsine Partners LLC38,068$1.16M0.1%+7.3%0.511%
4/21/2025 Envestnet Portfolio Solutions Inc.25,262$768K0.0%-6.2%0.339%
4/18/2025 Wagner Wealth Management LLC158,719$4.83M1.2%-5.5%2.159%
4/17/2025 Janney Montgomery Scott LLC115,993$3.53M0.0%+14.2%1.578%
4/16/2025 Wealth Enhancement Advisory Services LLC13,480$410K0.0%-5.3%0.183%
4/16/2025Puff Wealth Management LLC32,148$977K0.9%+6.7%0.437%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,365$41K0.0%-42.3%0.018%
4/10/2025 Iams Wealth Management LLC37,243$1.13M0.5%N/A0.503%
4/9/2025 RFG Advisory LLC7,206$219K0.0%N/A0.097%
4/9/2025 NBC Securities Inc.1,398$42K0.0%+23,200.0%0.019%
3/17/2025 Wealth Enhancement Advisory Services LLC14,229$453K0.0%N/A0.208%
2/17/2025Cetera Investment Advisers111,062$3.53M0.0%+457.8%1.621%
2/17/2025Baird Financial Group Inc.10,348$329K0.0%-16.1%0.151%
2/17/2025Bank of America Corp DE209,902$6.68M0.0%+79.8%3.064%
2/17/2025Benjamin Edwards Inc.27,956$889K0.0%N/A0.408%
2/17/2025BNP Paribas Financial Markets50,000$1.59M0.0%N/A0.730%
2/14/2025Jane Street Group LLC8,435$268K0.0%-9.6%0.123%
2/14/2025Coppell Advisory Solutions LLC70,897$2.27M0.3%+1,720.7%1.035%
2/14/2025Stifel Financial Corp30,141$959K0.0%N/A0.440%
2/14/2025Tower Research Capital LLC TRC4,498$143K0.0%-69.4%0.066%
2/14/2025Concourse Financial Group Securities Inc.4,626$156K0.0%N/A0.068%
2/13/2025NewEdge Advisors LLC2,383$76K0.0%-87.9%0.035%
2/13/2025Raymond James Financial Inc.135,523$4.31M0.0%N/A1.978%
2/13/2025 Envestnet Asset Management Inc.335,017$10.66M0.0%N/A4.891%
2/13/2025Wells Fargo & Company MN284,113$9.04M0.0%+313.9%4.148%
2/12/2025OneAscent Financial Services LLC20,448$650K0.1%N/A0.299%
2/12/2025Orion Portfolio Solutions LLC26,298$837K0.0%N/A0.384%
2/11/2025LPL Financial LLC259,479$8.25M0.0%+10.7%3.788%
2/10/2025 Harbour Investments Inc.10,052$320K0.0%+223.0%0.147%
2/10/2025 Envestnet Portfolio Solutions Inc.26,921$856K0.0%N/A0.393%
2/10/2025Commonwealth Equity Services LLC16,046$510K0.0%+4.1%0.234%
2/7/2025Independent Advisor Alliance49,735$1.58M0.0%N/A0.726%
2/7/2025Larson Financial Group LLC1,633$52K0.0%+22.0%0.024%
2/6/2025Raymond James Financial Inc.135,523$4.31M0.0%N/A1.978%
2/6/2025 Atria Investments Inc27,135$863K0.0%N/A0.396%
2/6/2025 Assetmark Inc.110,408$3.51M0.0%+24,112.3%1.612%
2/5/2025Sherman Asset Management Inc.870$28K0.0%N/A0.013%
2/4/2025Bank of New York Mellon Corp35,997$1.15M0.0%N/A0.526%
1/31/2025 Atria Wealth Solutions Inc.17,326$551K0.0%N/A0.263%
1/31/2025 Truist Financial Corp76,011$2.42M0.0%N/A1.152%
1/31/2025Sanctuary Advisors LLC9,228$317K0.0%N/A0.140%
1/30/2025Principal Securities Inc.4,442$141K0.0%+215.5%0.067%
1/30/2025Puff Wealth Management LLC30,118$958K1.6%N/A0.456%
1/29/2025 Wagner Wealth Management LLC167,920$5.34M1.4%+0.5%2.544%
1/24/2025 DAVENPORT & Co LLC15,623$497K0.0%N/A0.237%
1/22/2025 Nilsine Partners LLC35,489$1.13M0.1%N/A0.538%
Guess Who the Gvt Could Partner With Next? (Ad)

The Government Just Made a $400M Bet. Who's Next? A $100 trillion wealth shift is quietly underway... and the government just confirmed it. The Pentagon just became the largest shareholder in MP Materials (NYSE: MP), locking in 100% of the company's rare-earth production for the next decade... and sending the stock soaring. According to former hedge fund manager Whitney Tilson, this is just the beginning. He's been warning this would happen: that the government would start monetizing America's hidden assets... land, energy, resources ... by backing select public companies. Now he believes he's found the $10 stock that could be next. It's already being scooped up by billionaire investors... and he's prepared to reveal the name and ticker... for free.

Click here for the full story, and to see how you could turn a small investment into huge potential
1/17/2025 Secure Asset Management LLC229,155$7.29M1.1%-2.1%3.609%
1/17/2025 Janney Montgomery Scott LLC101,580$3.23M0.0%+31.4%1.600%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.2,365$75K0.0%+284.6%0.038%
1/14/2025 Park Avenue Securities LLC20,177$642K0.0%N/A0.320%
1/10/2025 HBW Advisory Services LLC7,807$248K0.0%+4.6%0.130%
1/8/2025 International Assets Investment Management LLC7,505$238K0.0%N/A0.129%
11/15/2024Jane Street Group LLC9,334$271K0.0%N/A0.275%
11/13/2024 D.A. Davidson & CO.8,154$237K0.0%+7.9%0.240%
11/4/2024Tyler Stone Wealth Management7,882$229K0.0%+68.1%0.232%
10/29/2024 Janney Montgomery Scott LLC77,319$2.25M0.0%+2.9%2.274%
(Data available from 1/1/2016 forward)

FTXO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTXO shares?

During the previous two years, 80 institutional investors and hedge funds held shares of First Trust Nasdaq Bank ETF. The most heavily invested institutionals were LPL Financial LLC ($16.01M), Envestnet Asset Management Inc. ($11.91M), Wells Fargo & Company MN ($9.04M), UBS Group AG ($8.17M), Raymond James Financial Inc. ($7.51M), Secure Asset Management LLC ($7.29M), and Bank of America Corp DE ($6.68M).Learn more on First Trust Nasdaq Bank ETF's institutional investors.

Which institutional investors have been buying First Trust Nasdaq Bank ETF's stock?

Of the 67 institutional investors that purchased First Trust Nasdaq Bank ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Secure Asset Management LLC ($391.21K), Raymond James Financial Inc. ($382.69K), Envestnet Asset Management Inc. ($360.43K), LPL Financial LLC ($292.13K), Wells Fargo & Company MN ($215.47K), UBS Group AG ($194.18K), and Assetmark Inc. ($153.93K).

How much institutional buying is happening at First Trust Nasdaq Bank ETF?

Institutional investors have bought a total of 2,568,776 shares in the last 24 months. This purchase volume represents approximately $80.67M in transactions.

Which of First Trust Nasdaq Bank ETF's major shareholders have been selling company stock?

Of the 19 institutional investors that sold First Trust Nasdaq Bank ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royal Bank of Canada ($79.96K), Secure Asset Management LLC ($53.12K), Coppell Advisory Solutions LLC ($36.96K), HBW Advisory Services LLC ($31.91K), NewEdge Advisors LLC ($17.29K), AE Wealth Management LLC ($10.52K), and Tower Research Capital LLC TRC ($10.20K).

How much institutional selling is happening at First Trust Nasdaq Bank ETF?

Institutional investors have sold a total of 289,987 shares in the last 24 months. This volume of shares sold represents approximately $8.85M in transactions.


Related Companies

This page (NASDAQ:FTXO) was last updated on 8/6/2025 by MarketBeat.com Staff
From Our Partners
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
Elon Set to Shock the World on July 1st?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
[Shocking New Report] U.S. Dollar To Crash?
The "Death Spiral" Threatening Your Savings But this time, it's not just Dalio ringing the alarm bells…
Goldco Precious Metals | Sponsored
Sell this, buy that
What you don’t own matters just as much as what you do. That’s the thinking behind Eric Fry’s long-time strate...
InvestorPlace | Sponsored
[Warning] Buffett Indicator hits new All-Time-High
Warren Buffett has leaned on one key indicator for decades—and it just hit an all-time high. That’s not bullis...
Golden Portfolio | Sponsored
Instant Cash (every 3rd Monday)
Since 1973, Wall Street has quietly used a strange little pricing quirk to cash flow billions. Now, for the...
Awesomely, LLC | Sponsored