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First Trust Nasdaq Bank ETF (FTXO) Institutional Ownership

First Trust Nasdaq Bank ETF logo
$30.72 +0.12 (+0.40%)
As of 03:56 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)
58
Total
Institutional Inflows
(last 12 months)
$79.35M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Coppell Advisory Solutions LLC33,936$991K0.1%-52.1%0.456%
5/16/2025 NewEdge Advisors LLC21,074$641K0.0%+784.3%0.283%
5/15/2025 Royal Bank of Canada218,518$6.64M0.0%-26.8%2.933%
5/14/2025 Comerica Bank922$28K0.0%N/A0.012%
5/14/2025 Kestra Advisory Services LLC57,256$1.74M0.0%+7.8%0.769%
5/13/2025 Raymond James Financial Inc.247,167$7.51M0.0%+82.4%3.318%
5/12/2025 Benjamin 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%
5/8/2025 Private Advisory Group LLC20,285$617K0.1%N/A0.272%
5/7/2025 LPL Financial LLC526,603$16.01M0.0%+102.9%7.068%
5/6/2025 Assetmark Inc.116,049$3.53M0.0%+5.1%1.558%
5/6/2025 Cetera Investment Advisers132,570$4.03M0.0%+19.4%1.779%
5/6/2025 AE Wealth Management LLC44,684$1.36M0.0%-3.8%0.600%
5/6/2025 BlueChip Wealth Advisors LLC6,764$206K0.1%N/A0.091%
5/6/2025 PFG Advisors53,609$1.63M0.1%+67.3%0.720%
5/5/2025 IFP Advisors Inc40,866$1.24M0.0%N/A0.549%
5/5/2025 OneAscent Financial Services LLC21,846$664K0.0%+6.8%0.293%
5/2/2025 Sigma Planning Corp6,993$213K0.0%N/A0.094%
5/1/2025 Gateway Wealth Partners LLC29,536$898K0.2%N/A0.396%
4/30/2025 TradeWell Securities LLC.218,597$6.65M3.7%-3.2%2.934%
4/30/2025 Synergy 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%
4/29/2025 Bank 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%
4/29/2025 OneDigital Investment Advisors LLC7,106$216K0.0%N/A0.095%
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%
4/16/2025 Puff 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%
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2/17/2025 Cetera Investment Advisers111,062$3.53M0.0%+457.8%1.621%
2/17/2025 Baird Financial Group Inc.10,348$329K0.0%-16.1%0.151%
2/17/2025 Bank of America Corp DE209,902$6.68M0.0%+79.8%3.064%
2/17/2025 Benjamin Edwards Inc.27,956$889K0.0%N/A0.408%
2/17/2025 BNP Paribas Financial Markets50,000$1.59M0.0%N/A0.730%
2/14/2025 Jane Street Group LLC8,435$268K0.0%-9.6%0.123%
2/14/2025 Coppell Advisory Solutions LLC70,897$2.27M0.3%+1,720.7%1.035%
2/14/2025 Stifel Financial Corp30,141$959K0.0%N/A0.440%
2/14/2025 Tower Research Capital LLC TRC4,498$143K0.0%-69.4%0.066%
2/14/2025 Concourse Financial Group Securities Inc.4,626$156K0.0%N/A0.068%
2/13/2025 NewEdge Advisors LLC2,383$76K0.0%-87.9%0.035%
2/13/2025 Raymond 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%
2/13/2025 Wells Fargo & Company MN284,113$9.04M0.0%+313.9%4.148%
2/12/2025 OneAscent Financial Services LLC20,448$650K0.1%N/A0.299%
2/12/2025 Orion Portfolio Solutions LLC26,298$837K0.0%N/A0.384%
2/11/2025 LPL 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%
2/10/2025 Commonwealth Equity Services LLC16,046$510K0.0%+4.1%0.234%
2/7/2025 Independent Advisor Alliance49,735$1.58M0.0%N/A0.726%
2/7/2025 Larson Financial Group LLC1,633$52K0.0%+22.0%0.024%
2/6/2025 Raymond 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%
2/5/2025 Sherman Asset Management Inc.870$28K0.0%N/A0.013%
2/4/2025 Bank 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%
1/30/2025 Principal Securities Inc.4,442$141K0.0%+215.5%0.067%
1/30/2025 Puff 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%
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%
11/15/2024 Jane Street Group LLC9,334$271K0.0%N/A0.275%
11/13/2024 D.A. Davidson & CO.8,154$237K0.0%+7.9%0.240%
11/4/2024 Tyler 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%
10/16/2024 Secure Asset Management LLC234,152$6.81M1.1%-17.0%6.328%
10/15/2024 NBC Securities Inc.6,887$200K0.0%-9.5%0.186%
10/11/2024 Wagner 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%
8/8/2024 PFG Advisors38,288$1.02M0.1%+21.6%1.008%
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8/7/2024 Ashton Thomas Private Wealth LLC1,811$48K0.0%N/A0.048%
8/2/2024 Larson Financial Group LLC1,337$35K0.0%+575.3%0.035%
7/31/2024 Commonwealth Equity Services LLC20,034$532K0.0%-49.9%0.527%
7/30/2024 International Assets Investment Management LLC3,676$98K0.0%N/A0.097%
7/24/2024 Secure 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%
5/7/2024 PFG Advisors31,479$854K0.1%+130.1%0.750%
5/1/2024 StoneX Group Inc.19,365$526K0.1%-17.3%0.461%
5/1/2024 Janney Montgomery Scott LLC74,696$2.03M0.0%-2.5%1.778%
(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 FTXO's institutional investors.

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

Of the 67 institutional investors that purchased First Trust Nasdaq Bank ETF 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 3,504,831 shares in the last 24 months. This purchase volume represents approximately $101.98M in transactions.

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

Of the 38 institutional investors that sold First Trust Nasdaq Bank ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($227.21K), Secure Asset Management LLC ($201.93K), Osaic Holdings Inc. ($165.38K), Cambridge Investment Research Advisors Inc. ($136.65K), Royal Bank of Canada ($79.96K), Commonwealth Equity Services LLC ($43.92K), and Coppell Advisory Solutions LLC ($36.96K).

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

Institutional investors have sold a total of 1,190,460 shares in the last 24 months. This volume of shares sold represents approximately $29.14M in transactions.



This page (NASDAQ:FTXO) was last updated on 5/22/2025 by MarketBeat.com Staff
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