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First Trust Nasdaq Bank ETF (FTXO) Institutional Ownership

First Trust Nasdaq Bank ETF logo
$38.85 +0.50 (+1.30%)
As of 03:51 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)
$45.30M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$21.75M
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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
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%
5/1/2026 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%
2/18/2026Pacific 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%
2/12/2026 Commonwealth 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%
2/11/2026 Janney Montgomery Scott LLC90,603$3.42M0.0%-9.3%1.294%
2/11/2026LPL Financial LLC716,511$27.08M0.0%-4.4%10.236%
2/11/2026O Shaughnessy Asset Management LLC2,008$76K0.0%N/A0.029%
2/11/2026 OneAscent Financial Services LLC12,175$460K0.0%-49.3%0.174%
2/10/2026Goldman Sachs Group Inc.76,799$2.90M0.0%+282.1%1.097%
2/10/2026Beto Financial Group LLC13,393$526K0.4%N/A0.191%
2/9/2026 TradeWell Securities LLC.176,499$6.67M1.1%-8.2%2.521%
2/9/2026Harbour Investments Inc.8,309$314K0.0%-24.4%0.119%
2/9/2026 Prospera Financial Services Inc33,308$1.26M0.0%-39.4%0.476%
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%
2/3/2026NewEdge 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%
2/2/2026Benjamin 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%
1/29/2026D.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%
1/29/2026 NBC Securities Inc.1,636$62K0.0%+22.5%0.023%
1/27/2026PFG Advisors71,345$2.70M0.1%-1.9%1.012%
1/26/2026 Iams Wealth Management LLC14,698$555K0.2%-58.1%0.208%
1/23/2026Assetmark 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%
1/15/2026 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%
1/7/2026Holistic 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%
1/1/2026JPMorgan 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%
11/17/2025Susquehanna 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%
11/6/2025 Prospera 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%
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%
10/31/2025FSB 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%
10/23/2025Benjamin Edwards Inc.51,461$1.83M0.0%+13.1%0.740%
10/23/2025 Park Avenue Securities LLC21,744$774K0.0%N/A0.313%
10/22/2025D.A. Davidson & CO.18,130$646K0.0%+2.6%0.261%
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%
10/16/2025HBW 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%
9/4/2025Osaic Holdings Inc.38,805$1.27M0.0%+9.0%0.566%
8/27/2025Orion Porfolio Solutions LLC26,115$863K0.0%-1.2%0.381%
8/20/2025Coppell Advisory Solutions LLC19,000$624K0.1%-44.0%0.277%
8/15/2025Tower Research Capital LLC TRC 13,397$443K0.0%+602.5%0.196%
8/15/2025Puff Wealth Management LLC28,465$940K0.3%-11.5%0.416%
8/15/2025Snowden Capital Advisors LLC32,942$1.09M0.0%-6.4%0.481%
8/15/2025Orion Porfolio Solutions LLC26,115$863K0.0%-1.2%0.381%
8/15/2025Great Valley Advisor Group Inc.9,479$313K0.0%+4.2%0.138%
8/15/2025Benjamin Edwards Inc.45,491$1.50M0.0%+21.6%0.664%
8/15/2025Bank of America Corp DE158,051$5.22M0.0%-27.8%2.307%
8/14/2025Raymond James Financial Inc.162,326$5.36M0.0%-34.3%2.370%


FTXO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTXO shares?

During the previous two years, 98 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.

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

Of the 88 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).

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

Institutional investors have bought a total of 1,328,119 shares in the last 24 months. This purchase volume represents approximately $45.30M in transactions.

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

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), Royal Bank of Canada ($79.96K), Bank of America Corp DE ($60.85K), Coppell Advisory Solutions LLC ($51.90K), Assetmark Inc. ($42.37K), TradeWell Securities LLC. ($42.10K), and LPL Financial LLC ($33.24K).

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

Institutional investors have sold a total of 628,423 shares in the last 24 months. This volume of shares sold represents approximately $21.75M in transactions.


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