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First Trust Nasdaq Bank ETF (FTXO) Institutional Ownership

First Trust Nasdaq Bank ETF logo
$35.50 -0.24 (-0.67%)
Closing price 03:59 PM Eastern
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$35.52 +0.02 (+0.07%)
As of 04:10 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)
63
Total
Institutional Inflows
(last 12 months)
$84.45M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$14.40M
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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
9/4/2025 Osaic Holdings Inc.38,805$1.27M0.0%+9.0%0.566%
8/27/2025 Orion Porfolio Solutions LLC26,115$863K0.0%-1.2%0.381%
8/20/2025 Coppell Advisory Solutions LLC19,000$624K0.1%-44.0%0.277%
8/15/2025 Tower Research Capital LLC TRC 13,397$443K0.0%+602.5%0.196%
8/15/2025 Puff Wealth Management LLC28,465$940K0.3%-11.5%0.416%
8/15/2025 Snowden Capital Advisors LLC32,942$1.09M0.0%-6.4%0.481%
8/15/2025 Orion Porfolio Solutions LLC26,115$863K0.0%-1.2%0.381%
8/15/2025 Great Valley Advisor Group Inc.9,479$313K0.0%+4.2%0.138%
8/15/2025 Benjamin Edwards Inc.45,491$1.50M0.0%+21.6%0.664%
8/15/2025 Bank of America Corp DE158,051$5.22M0.0%-27.8%2.307%
8/14/2025 Raymond James Financial Inc.162,326$5.36M0.0%-34.3%2.370%
8/14/2025 NewEdge Advisors LLC23,915$790K0.0%+13.5%0.349%
8/13/2025 Flow Traders U.S. LLC60,055$1.98M0.1%N/A0.877%
8/13/2025 Gateway Wealth Partners LLC28,750$950K0.2%-2.7%0.420%
8/12/2025 Steward Partners Investment Advisory LLC1,378$46K0.0%+136.0%0.020%
8/12/2025 Global Retirement Partners LLC6,413$212K0.0%N/A0.094%
8/8/2025 Cetera Investment Advisers148,399$4.90M0.0%+11.9%2.166%
8/7/2025 PFG Advisors65,703$2.17M0.1%+22.6%0.959%
8/6/2025 AE Wealth Management LLC35,922$1.19M0.0%-19.6%0.524%
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%
5/9/2025Atria 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%
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%
(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, 79 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), Secure Asset Management LLC ($7.29M), TradeWell Securities LLC. ($6.65M), and Royal Bank of Canada ($6.64M).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 69 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 2,681,312 shares in the last 24 months. This purchase volume represents approximately $84.45M in transactions.

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

Of the 25 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), Royal Bank of Canada ($79.96K), Bank of America Corp DE ($60.85K), Secure Asset Management LLC ($53.12K), Coppell Advisory Solutions LLC ($51.90K), HBW Advisory Services LLC ($31.91K), and NewEdge Advisors LLC ($17.29K).

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

Institutional investors have sold a total of 457,955 shares in the last 24 months. This volume of shares sold represents approximately $14.40M in transactions.


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This page (NASDAQ:FTXO) was last updated on 9/16/2025 by MarketBeat.com Staff
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