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First Trust Nasdaq Bank ETF (FTXO) Institutional Ownership

First Trust Nasdaq Bank ETF logo
$42.49 +0.50 (+1.19%)
As of 03:59 PM Eastern
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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)
$50.15M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$20.20M
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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
7/8/2026 Puff Wealth Management LLC19,015$786K0.8%N/A0.260%
6/3/2026Parallel Advisors LLC2,500$90K0.0%+498.1%0.030%
6/3/2026NewEdge Advisors LLC150,000$5.43M0.0%+84.3%1.775%
5/19/2026NewEdge Advisors LLC135,378$4.90M0.1%+66.3%1.602%
5/19/2026Bank of America Corp DE288,154$10.42M0.0%+10.5%3.410%
5/19/2026Arkadios Wealth Advisors157,712$5.70M0.1%N/A1.866%
5/18/2026Royal Bank of Canada297,436$10.76M0.0%+216.2%3.520%
5/15/2026Gateway Wealth Partners LLC37,962$1.37M0.1%+14.7%0.449%
5/13/2026Cetera Investment Advisers129,152$4.67M0.0%-10.9%1.528%
5/13/2026Signature Equity Partners LLC5,836$211K0.1%-72.4%0.069%
5/7/2026Parallel Advisors LLC2,500$90K0.0%+498.1%0.030%
5/6/2026Assetmark Inc.79,860$2.89M0.0%-21.9%0.945%
5/6/2026Independent Financial Group LLC6,434$233K0.0%N/A0.076%
5/5/2026D.A. Davidson & CO.22,046$797K0.0%+12.9%0.261%
5/5/2026Bank of New York Mellon Corp19,152$693K0.0%-27.9%0.227%
5/5/2026Geneos Wealth Management Inc.2,843$103K0.0%+134.6%0.034%
5/5/2026Sanctuary Advisors LLC8,881$321K0.0%-17.0%0.105%
5/4/2026HBW Advisory Services LLC16,277$589K0.1%+2.6%0.193%
5/1/2026Fifth Third Bancorp827$30K0.0%N/A0.010%
4/30/2026Kestra Advisory Services LLC62,695$2.27M0.0%+0.8%0.742%
4/27/2026World Investment Advisors51,789$1.87M0.0%+47.0%0.613%
4/27/2026Sound Income Strategies LLC2,045$75K0.0%+1,811.2%0.024%
4/24/2026Wagner Wealth Management LLC157,014$5.68M1.1%-0.9%1.826%
4/22/2026Janney Montgomery Scott LLC90,289$3.27M0.0%-0.3%1.044%
3/13/2026World Investment Advisors35,228$1.33M0.0%-5.7%0.503%
2/18/2026NewEdge Advisors LLC81,407$3.08M0.0%+220.0%1.163%
2/18/2026 Pacific Excel Wealth Advisors Inc.7,619$288K0.5%N/A0.109%
2/17/2026Cetera Investment Advisers144,993$5.48M0.0%-14.3%2.071%
2/17/2026Osaic Holdings Inc.41,797$1.58M0.0%+31.7%0.597%
2/17/2026Royal Bank of Canada94,058$3.55M0.0%+27.8%1.344%
2/16/2026MML Investors Services LLC5,716$216K0.0%-70.3%0.082%
2/13/2026Stifel Financial Corp39,559$1.50M0.0%+92.6%0.565%
2/13/2026Wells Fargo & Company MN449,085$16.97M0.0%+17.1%6.416%
2/12/2026Orion Porfolio Solutions LLC24,156$913K0.0%-6.9%0.345%
2/12/2026Commonwealth Equity Services LLC16,047$606K0.0%-16.0%0.229%
2/12/2026StoneX Group Inc.5,736$217K0.0%N/A0.082%
2/12/2026Great Valley Advisor Group Inc.9,375$354K0.0%+5.6%0.134%
2/11/2026Gateway Wealth Partners LLC33,103$1.25M0.1%+12.3%0.473%
2/11/2026Janney Montgomery Scott LLC90,603$3.42M0.0%-9.3%1.294%
2/11/2026LPL Financial LLC716,511$27.08M0.0%-4.4%10.236%
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2/11/2026O Shaughnessy Asset Management LLC2,008$76K0.0%N/A0.029%
2/11/2026OneAscent Financial Services LLC12,175$460K0.0%-49.3%0.174%
2/10/2026Goldman Sachs Group Inc.76,799$2.90M0.0%+282.1%1.097%
2/10/2026Beto Financial Group LLC13,393$526K0.4%N/A0.191%
2/9/2026TradeWell Securities LLC.176,499$6.67M1.1%-8.2%2.521%
2/9/2026Harbour Investments Inc.8,309$314K0.0%-24.4%0.119%
2/9/2026Prospera Financial Services Inc33,308$1.26M0.0%-39.4%0.476%
2/6/2026IFP Advisors Inc38,241$1.45M0.0%-6.2%0.546%
2/5/2026Tucker Asset Management LLC2,400$91K0.0%+44.4%0.034%
2/5/2026Stephens Inc. AR9,723$367K0.0%N/A0.139%
2/4/2026World Investment Advisors35,228$1.26M0.0%-5.7%0.503%
2/4/2026Englebert Financial Advisers LLC10,815$409K0.5%N/A0.155%
2/3/2026NewEdge Wealth LLC18,375$694K0.0%-2.2%0.263%
2/3/2026International Assets Investment Management LLC9,063$342K0.0%-6.5%0.129%
2/2/2026Truist Financial Corp103,866$3.93M0.0%-0.9%1.473%
2/2/2026Benjamin Edwards Inc.64,031$2.42M0.0%+24.4%0.908%
2/2/2026Oppenheimer & Co. Inc.118,163$4.47M0.1%N/A1.676%
1/30/2026Wagner Wealth Management LLC158,509$5.99M1.3%+0.4%2.248%
1/29/2026D.A. Davidson & CO.19,532$738K0.0%+7.7%0.277%
1/29/2026UBS Group AG208,819$7.89M0.0%-10.7%2.962%
1/29/2026Sanctuary Advisors LLC10,696$404K0.0%-9.1%0.152%
1/29/2026NBC Securities Inc.1,636$62K0.0%+22.5%0.023%
1/27/2026PFG Advisors71,345$2.70M0.1%-1.9%1.012%
1/26/2026Iams Wealth Management LLC14,698$555K0.2%-58.1%0.208%
1/23/2026Assetmark Inc.102,276$3.87M0.0%-29.3%1.451%
1/23/2026HBW Advisory Services LLC15,863$599K0.1%+177.7%0.225%
1/20/2026 Thurston Springer Miller Herd & Titak Inc.975$37K0.0%N/A0.014%
1/15/2026Nilsine Partners LLC32,961$1.25M0.1%-10.4%0.468%
1/8/2026Wealth Enhancement Advisory Services LLC9,554$377K0.0%-14.3%0.136%
1/7/2026Holistic Financial Partners25,318$957K0.3%N/A0.362%
1/7/2026 Puff Wealth Management LLC22,393$857K1.1%-21.0%0.320%
1/5/2026Park Avenue Securities LLC15,964$603K0.0%-26.6%0.220%
1/1/2026JPMorgan Chase & Co.1,027$37K0.0%N/A0.015%
12/2/2025IFP Advisors Inc40,768$1.45M0.0%+2.1%0.587%
11/17/2025NewEdge Advisors LLC25,436$906K0.0%+6.4%0.366%
11/17/2025Susquehanna International Group LLP11,644$415K0.0%+21.6%0.168%
11/17/2025Bank of America Corp DE204,787$7.29M0.0%+29.6%2.947%
11/17/2025Ameriprise Financial Inc.14,859$529K0.0%N/A0.214%
11/14/2025Raymond James Financial Inc.198,974$7.09M0.0%+22.6%2.863%
11/14/2025Two Sigma Investments LP44,600$1.59M0.0%-1.1%0.642%
11/13/2025GeoWealth Management LLC24,270$864K0.0%N/A0.349%
11/13/2025UBS Group AG233,711$8.32M0.0%-2.4%3.363%
11/13/2025PFG Advisors72,716$2.59M0.1%+10.7%1.046%
11/12/2025US Bancorp DE10,605$378K0.0%+65.8%0.153%
11/10/2025Rossby Financial LCC865$30K0.0%+148.6%0.012%
11/7/2025JPMorgan Chase & Co.1,027$37K0.0%N/A0.015%
11/6/2025Assetmark Inc.144,646$5.15M0.0%+2.2%2.081%
11/6/2025Prospera Financial Services Inc55,006$1.96M0.0%+6.0%0.791%
11/5/2025Envestnet Asset Management Inc.363,898$12.96M0.0%+1.0%5.236%
11/3/2025AE Wealth Management LLC34,842$1.24M0.0%-3.0%0.501%
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11/3/2025Truist Financial Corp104,791$3.73M0.0%-1.9%1.508%
10/31/2025OneAscent Financial Services LLC24,034$856K0.1%+2.4%0.346%
10/31/2025FSB Premier Wealth Management Inc.6,005$214K0.1%N/A0.086%
10/29/2025Wealth Enhancement Advisory Services LLC11,151$392K0.0%-5.3%0.160%
10/23/2025Benjamin Edwards Inc.51,461$1.83M0.0%+13.1%0.740%
10/23/2025Park Avenue Securities LLC21,744$774K0.0%N/A0.313%
10/22/2025D.A. Davidson & CO.18,130$646K0.0%+2.6%0.261%
10/21/2025Wagner Wealth Management LLC157,934$5.62M1.3%-5.2%2.272%
10/16/2025Greenwood Capital Associates LLC7,874$280K0.0%N/A0.113%
10/16/2025HBW Advisory Services LLC5,713$203K0.0%-27.6%0.082%


FTXO Institutional Ownership - Frequently Asked Questions

During the previous two years, 101 institutional investors and hedge funds held shares of First Trust Nasdaq Bank ETF. The most heavily invested institutionals were LPL Financial LLC ($27.08M), Wells Fargo & Company MN ($16.97M), Envestnet Asset Management Inc. ($12.96M), Royal Bank of Canada ($10.76M), Bank of America Corp DE ($10.42M), UBS Group AG ($7.89M), and Secure Asset Management LLC ($7.29M).Learn more on First Trust Nasdaq Bank ETF's institutional investors.

Of the 90 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: Raymond James Financial Inc. ($419.34K), Envestnet Asset Management Inc. ($363.90K), LPL Financial LLC ($292.13K), Wells Fargo & Company MN ($280.89K), Royal Bank of Canada ($223.85K), NewEdge Advisors LLC ($201.59K), and Bank of America Corp DE ($167.16K).

Institutional investors have bought a total of 1,381,183 shares in the last 24 months. This purchase volume represents approximately $50.15M in transactions.

Of the 37 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: Raymond James Financial Inc. ($84.84K), Assetmark Inc. ($64.79K), Bank of America Corp DE ($60.85K), TradeWell Securities LLC. ($42.10K), Cetera Investment Advisers ($40.02K), LPL Financial LLC ($33.24K), and UBS Group AG ($30.66K).

Institutional investors have sold a total of 566,016 shares in the last 24 months. This volume of shares sold represents approximately $20.20M in transactions.


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This page (NASDAQ:FTXO) was last updated on 7/15/2026 by MarketBeat.com Staff.
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