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First Trust Nasdaq Bank ETF (FTXO) Institutional Ownership

First Trust Nasdaq Bank ETF logo
$34.76 +0.38 (+1.11%)
As of 07/3/2025 01:07 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for First Trust Nasdaq Bank ETF (NASDAQ:FTXO)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$79.06M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$11.57M
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FTXO Institutional Buying and Selling by Quarter

First Trust Nasdaq Bank ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/9/2025Atria 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%
5/6/2025Assetmark 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%
5/6/2025BlueChip Wealth Advisors LLC6,764$206K0.1%N/A0.091%
5/6/2025PFG Advisors53,609$1.63M0.1%+67.3%0.720%
5/5/2025IFP 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%
4/29/2025Envestnet 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%
4/29/2025World Investment Advisors31,308$952K0.0%N/A0.420%
4/29/2025OneDigital Investment Advisors LLC7,106$216K0.0%N/A0.095%
4/28/2025D.A. Davidson & CO.17,528$533K0.0%+115.0%0.235%
4/28/2025Arlington Trust Co LLC2,000$61K0.0%N/A0.027%
4/23/2025International Assets Investment Management LLC9,728$296K0.0%+29.6%0.131%
4/22/2025Cambridge Investment Research Advisors Inc.86,657$2.63M0.0%+13.5%1.163%
4/22/2025Nilsine Partners LLC38,068$1.16M0.1%+7.3%0.511%
4/21/2025Envestnet Portfolio Solutions Inc.25,262$768K0.0%-6.2%0.339%
4/18/2025Wagner Wealth Management LLC158,719$4.83M1.2%-5.5%2.159%
4/17/2025Janney Montgomery Scott LLC115,993$3.53M0.0%+14.2%1.578%
4/16/2025Wealth Enhancement Advisory Services LLC13,480$410K0.0%-5.3%0.183%
4/16/2025Puff Wealth Management LLC32,148$977K0.9%+6.7%0.437%
4/10/2025Thurston Springer Miller Herd & Titak Inc.1,365$41K0.0%-42.3%0.018%
4/10/2025Iams Wealth Management LLC37,243$1.13M0.5%N/A0.503%
4/9/2025RFG Advisory LLC7,206$219K0.0%N/A0.097%
4/9/2025NBC Securities Inc.1,398$42K0.0%+23,200.0%0.019%
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3/17/2025Wealth 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%
2/13/2025Envestnet 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%
2/10/2025Harbour Investments Inc.10,052$320K0.0%+223.0%0.147%
2/10/2025Envestnet 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%
2/6/2025Atria Investments Inc27,135$863K0.0%N/A0.396%
2/6/2025Assetmark 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%
1/31/2025Atria Wealth Solutions Inc.17,326$551K0.0%N/A0.263%
1/31/2025Truist 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%
1/29/2025Wagner Wealth Management LLC167,920$5.34M1.4%+0.5%2.544%
1/24/2025DAVENPORT & Co LLC15,623$497K0.0%N/A0.237%
1/22/2025Nilsine Partners LLC35,489$1.13M0.1%N/A0.538%
1/17/2025Secure Asset Management LLC229,155$7.29M1.1%-2.1%3.609%
1/17/2025Janney Montgomery Scott LLC101,580$3.23M0.0%+31.4%1.600%
1/14/2025Thurston Springer Miller Herd & Titak Inc.2,365$75K0.0%+284.6%0.038%
1/14/2025Park Avenue Securities LLC20,177$642K0.0%N/A0.320%
1/10/2025 HBW Advisory Services LLC7,807$248K0.0%+4.6%0.130%
1/8/2025International Assets Investment Management LLC7,505$238K0.0%N/A0.129%
11/15/2024Jane Street Group LLC9,334$271K0.0%N/A0.275%
11/13/2024D.A. Davidson & CO.8,154$237K0.0%+7.9%0.240%
11/4/2024Tyler Stone Wealth Management7,882$229K0.0%+68.1%0.232%
10/29/2024Janney Montgomery Scott LLC77,319$2.25M0.0%+2.9%2.274%
10/16/2024Secure Asset Management LLC234,152$6.81M1.1%-17.0%6.328%
10/15/2024NBC Securities Inc.6,887$200K0.0%-9.5%0.186%
10/11/2024Wagner Wealth Management LLC167,065$4.86M1.3%+0.6%4.515%
10/4/2024 HBW Advisory Services LLC7,462$217K0.0%-81.0%0.199%
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8/8/2024PFG Advisors38,288$1.02M0.1%+21.6%1.008%
8/7/2024Ashton Thomas Private Wealth LLC1,811$48K0.0%N/A0.048%
8/2/2024Larson Financial Group LLC1,337$35K0.0%+575.3%0.035%
7/31/2024Commonwealth Equity Services LLC20,034$532K0.0%-49.9%0.527%
7/30/2024International Assets Investment Management LLC3,676$98K0.0%N/A0.097%
7/24/2024Secure Asset Management LLC282,277$7.49M1.4%-30.5%7.428%
7/5/2024 HBW Advisory Services LLC39,372$1.05M0.2%-3.1%1.050%
5/24/2024Cetera Advisors LLC28,473$773K0.0%+62.5%0.678%
5/7/2024PFG Advisors31,479$854K0.1%+130.1%0.750%
5/1/2024StoneX Group Inc.19,365$526K0.1%-17.3%0.461%
(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. ($10.86M), 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. ($357.22K), LPL Financial LLC ($306.86K), International Assets Investment Management LLC ($215.85K), Wells Fargo & Company MN ($215.47K), and UBS Group AG ($194.18K).

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

Institutional investors have bought a total of 2,520,958 shares in the last 24 months. This purchase volume represents approximately $79.06M in transactions.

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

Of the 17 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: Secure Asset Management LLC ($176.81K), Royal Bank of Canada ($79.96K), Coppell Advisory Solutions LLC ($36.96K), HBW Advisory Services LLC ($33.15K), Commonwealth Equity Services LLC ($19.94K), NewEdge Advisors LLC ($17.29K), 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 400,876 shares in the last 24 months. This volume of shares sold represents approximately $11.57M in transactions.


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This page (NASDAQ:FTXO) was last updated on 7/4/2025 by MarketBeat.com Staff
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