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First Trust Nasdaq Bank ETF (FTXO) Institutional Ownership

First Trust Nasdaq Bank ETF logo
$37.00 -0.25 (-0.67%)
As of 05/15/2026 04:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$31.04M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$20.31M
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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
5/15/2026 Gateway Wealth Partners LLC37,962$1.37M0.1%+14.7%0.449%
5/13/2026 Cetera Investment Advisers129,152$4.67M0.0%-10.9%1.528%
5/13/2026 Signature Equity Partners LLC5,836$211K0.1%-72.4%0.069%
5/7/2026 Parallel Advisors LLC2,500$90K0.0%+498.1%0.030%
5/6/2026 Assetmark Inc.79,860$2.89M0.0%-21.9%0.945%
5/6/2026 Independent Financial Group LLC6,434$233K0.0%N/A0.076%
5/5/2026 D.A. Davidson & CO.22,046$797K0.0%+12.9%0.261%
5/5/2026 Bank of New York Mellon Corp19,152$693K0.0%-27.9%0.227%
5/5/2026 Geneos Wealth Management Inc.2,843$103K0.0%+134.6%0.034%
5/5/2026 Sanctuary Advisors LLC8,881$321K0.0%-17.0%0.105%
5/4/2026 HBW Advisory Services LLC16,277$589K0.1%+2.6%0.193%
5/1/2026 Fifth Third Bancorp827$30K0.0%N/A0.010%
4/30/2026 Kestra Advisory Services LLC62,695$2.27M0.0%+0.8%0.742%
4/27/2026 World Investment Advisors51,789$1.87M0.0%+47.0%0.613%
4/27/2026 Sound Income Strategies LLC2,045$75K0.0%+1,811.2%0.024%
4/24/2026 Wagner Wealth Management LLC157,014$5.68M1.1%-0.9%1.826%
4/22/2026 Janney Montgomery Scott LLC90,289$3.27M0.0%-0.3%1.044%
3/13/2026 World 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%
2/17/2026 Cetera Investment Advisers144,993$5.48M0.0%-14.3%2.071%
2/17/2026 Osaic Holdings Inc.41,797$1.58M0.0%+31.7%0.597%
2/17/2026 Royal Bank of Canada94,058$3.55M0.0%+27.8%1.344%
2/16/2026 MML Investors Services LLC5,716$216K0.0%-70.3%0.082%
2/13/2026 Stifel Financial Corp39,559$1.50M0.0%+92.6%0.565%
2/13/2026 Wells Fargo & Company MN449,085$16.97M0.0%+17.1%6.416%
2/12/2026 Orion Porfolio Solutions LLC24,156$913K0.0%-6.9%0.345%
2/12/2026 Commonwealth Equity Services LLC16,047$606K0.0%-16.0%0.229%
2/12/2026 StoneX Group Inc.5,736$217K0.0%N/A0.082%
2/12/2026 Great Valley Advisor Group Inc.9,375$354K0.0%+5.6%0.134%
2/11/2026 Gateway Wealth Partners LLC33,103$1.25M0.1%+12.3%0.473%
2/11/2026 Janney Montgomery Scott LLC90,603$3.42M0.0%-9.3%1.294%
2/11/2026 LPL Financial LLC716,511$27.08M0.0%-4.4%10.236%
2/11/2026 O Shaughnessy Asset Management LLC2,008$76K0.0%N/A0.029%
2/11/2026 OneAscent Financial Services LLC12,175$460K0.0%-49.3%0.174%
2/10/2026 Goldman Sachs Group Inc.76,799$2.90M0.0%+282.1%1.097%
2/10/2026 Beto Financial Group LLC13,393$526K0.4%N/A0.191%
2/9/2026 TradeWell Securities LLC.176,499$6.67M1.1%-8.2%2.521%
2/9/2026 Harbour Investments Inc.8,309$314K0.0%-24.4%0.119%
2/9/2026 Prospera Financial Services Inc33,308$1.26M0.0%-39.4%0.476%
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2/6/2026 IFP Advisors Inc38,241$1.45M0.0%-6.2%0.546%
2/5/2026Tucker Asset Management LLC2,400$91K0.0%+44.4%0.034%
2/5/2026 Stephens Inc. AR9,723$367K0.0%N/A0.139%
2/4/2026 World Investment Advisors35,228$1.26M0.0%-5.7%0.503%
2/4/2026 Englebert Financial Advisers LLC10,815$409K0.5%N/A0.155%
2/3/2026 NewEdge Wealth LLC18,375$694K0.0%-2.2%0.263%
2/3/2026 International Assets Investment Management LLC9,063$342K0.0%-6.5%0.129%
2/2/2026 Truist Financial Corp103,866$3.93M0.0%-0.9%1.473%
2/2/2026 Benjamin Edwards Inc.64,031$2.42M0.0%+24.4%0.908%
2/2/2026 Oppenheimer & Co. Inc.118,163$4.47M0.1%N/A1.676%
1/30/2026 Wagner Wealth Management LLC158,509$5.99M1.3%+0.4%2.248%
1/29/2026 D.A. Davidson & CO.19,532$738K0.0%+7.7%0.277%
1/29/2026 UBS Group AG208,819$7.89M0.0%-10.7%2.962%
1/29/2026 Sanctuary Advisors LLC10,696$404K0.0%-9.1%0.152%
1/29/2026 NBC Securities Inc.1,636$62K0.0%+22.5%0.023%
1/27/2026 PFG Advisors71,345$2.70M0.1%-1.9%1.012%
1/26/2026 Iams Wealth Management LLC14,698$555K0.2%-58.1%0.208%
1/23/2026 Assetmark Inc.102,276$3.87M0.0%-29.3%1.451%
1/23/2026 HBW 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%
1/15/2026 Nilsine Partners LLC32,961$1.25M0.1%-10.4%0.468%
1/8/2026 Wealth Enhancement Advisory Services LLC9,554$377K0.0%-14.3%0.136%
1/7/2026 Holistic Financial Partners25,318$957K0.3%N/A0.362%
1/7/2026Puff Wealth Management LLC22,393$857K1.1%-21.0%0.320%
1/5/2026 Park Avenue Securities LLC15,964$603K0.0%-26.6%0.220%
1/1/2026 JPMorgan Chase & Co.1,027$37K0.0%N/A0.015%
12/2/2025 IFP Advisors Inc40,768$1.45M0.0%+2.1%0.587%
11/17/2025NewEdge Advisors LLC25,436$906K0.0%+6.4%0.366%
11/17/2025 Susquehanna 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%
11/17/2025 Ameriprise Financial Inc.14,859$529K0.0%N/A0.214%
11/14/2025 Raymond James Financial Inc.198,974$7.09M0.0%+22.6%2.863%
11/14/2025 Two Sigma Investments LP44,600$1.59M0.0%-1.1%0.642%
11/13/2025 GeoWealth Management LLC24,270$864K0.0%N/A0.349%
11/13/2025 UBS Group AG233,711$8.32M0.0%-2.4%3.363%
11/13/2025 PFG Advisors72,716$2.59M0.1%+10.7%1.046%
11/12/2025 US Bancorp DE10,605$378K0.0%+65.8%0.153%
11/10/2025 Rossby Financial LCC865$30K0.0%+148.6%0.012%
11/7/2025 JPMorgan Chase & Co.1,027$37K0.0%N/A0.015%
11/6/2025 Assetmark Inc.144,646$5.15M0.0%+2.2%2.081%
11/6/2025 Prospera Financial Services Inc55,006$1.96M0.0%+6.0%0.791%
11/5/2025 Envestnet Asset Management Inc.363,898$12.96M0.0%+1.0%5.236%
11/3/2025 AE Wealth Management LLC34,842$1.24M0.0%-3.0%0.501%
11/3/2025 Truist Financial Corp104,791$3.73M0.0%-1.9%1.508%
10/31/2025 OneAscent Financial Services LLC24,034$856K0.1%+2.4%0.346%
10/31/2025 FSB Premier Wealth Management Inc.6,005$214K0.1%N/A0.086%
10/29/2025 Wealth Enhancement Advisory Services LLC11,151$392K0.0%-5.3%0.160%
10/23/2025 Benjamin Edwards Inc.51,461$1.83M0.0%+13.1%0.740%
10/23/2025 Park Avenue Securities LLC21,744$774K0.0%N/A0.313%
10/22/2025 D.A. Davidson & CO.18,130$646K0.0%+2.6%0.261%
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10/21/2025 Wagner Wealth Management LLC157,934$5.62M1.3%-5.2%2.272%
10/16/2025 Greenwood Capital Associates LLC7,874$280K0.0%N/A0.113%
10/16/2025 HBW Advisory Services LLC5,713$203K0.0%-27.6%0.082%
10/15/2025 Iams Wealth Management LLC35,073$1.25M0.5%-2.1%0.501%
10/9/2025 TradeWell Securities LLC.192,361$6.76M2.8%-6.9%2.748%
10/6/2025 Nilsine Partners LLC36,789$1.31M0.1%-4.5%0.526%
9/25/2025 TradeWell Securities LLC.206,513$6.82M3.3%-5.5%3.015%
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%


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), UBS Group AG ($7.89M), Bank of America Corp DE ($7.29M), Secure Asset Management LLC ($7.29M), and Raymond James Financial Inc. ($7.09M).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), Assetmark Inc. ($144.19K), Bank of America Corp DE ($139.89K), and Cetera Investment Advisers ($128.49K).

Institutional investors have bought a total of 856,249 shares in the last 24 months. This purchase volume represents approximately $31.04M in transactions.

Of the 38 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 569,422 shares in the last 24 months. This volume of shares sold represents approximately $20.31M in transactions.



This page (NASDAQ:FTXO) was last updated on 5/16/2026 by MarketBeat.com Staff.
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