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First Trust Nasdaq Transportation ETF (FTXR) Institutional Ownership

First Trust Nasdaq Transportation ETF logo
$42.69 0.00 (0.00%)
As of 05/22/2026 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust Nasdaq Transportation ETF (NASDAQ:FTXR)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$690.34M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$566.60K
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FTXR Institutional Buying and Selling by Quarter

First Trust Nasdaq Transportation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 NewEdge Advisors LLC124,894$4.76M0.1%+10,230.4%0.554%
5/18/2026 Royal Bank of Canada148,125$5.65M0.0%+5,525.7%0.657%
5/13/2026 Cetera Investment Advisers10,404$396K0.0%+53.1%0.046%
5/13/2026 First Trust Advisors LP17,561,577$669.27M0.5%N/A77.878%
4/27/2026 World Investment Advisors25,843$985K0.0%N/A0.115%
4/22/2026 Janney Montgomery Scott LLC24,519$934K0.0%+220.9%0.109%
4/22/2026 Realta Investment Advisors18,608$709K0.2%N/A0.083%
4/20/2026 MinichMacGregor Wealth Management LLC17,225$656K0.1%N/A0.077%
4/20/2026 Davis Investment Partners LLC32,607$1.24M0.4%N/A0.145%
4/20/2026 Trust Co. of Oklahoma18,839$718K0.2%N/A0.084%
2/17/2026 Royal Bank of Canada2,633$102K0.0%+38.2%0.293%
2/16/2026 MML Investors Services LLC6,072$235K0.0%N/A0.675%
2/13/2026 Kestra Advisory Services LLC1,461$57K0.0%N/A0.162%
2/12/2026 Commonwealth Equity Services LLC8,311$322K0.0%-4.6%0.923%
2/11/2026 Janney Montgomery Scott LLC7,640$296K0.0%-28.7%0.849%
2/11/2026 LPL Financial LLC40,694$1.58M0.0%-5.0%4.522%
2/10/2026 Goldman Sachs Group Inc.132,402$5.13M0.0%+16.2%14.711%
2/9/2026 Prospera Financial Services Inc15,239$591K0.0%-4.7%1.693%
2/6/2026 Fortis Group Advisors LLC7,721$308K0.1%N/A0.858%
2/2/2026 Truist Financial Corp5,162$200K0.0%N/A0.574%
1/8/2026 Maridea Wealth Management LLC42,301$1.64M0.2%N/A4.977%
11/17/2025 Susquehanna International Group LLP26,716$936K0.0%+93.3%2.672%
11/17/2025 Citadel Advisors LLC15,366$539K0.0%N/A1.537%
11/14/2025 Raymond James Financial Inc.16,383$574K0.0%-1.8%1.638%
11/14/2025 Two Sigma Investments LP7,300$256K0.0%N/A0.730%
11/6/2025 Prospera Financial Services Inc15,991$561K0.0%+4.0%1.599%
11/5/2025 Envestnet Asset Management Inc.20,812$729K0.0%-26.1%2.081%
9/4/2025 Osaic Holdings Inc.7,960$252K0.0%+880.3%0.884%
8/18/2025 Geneos Wealth Management Inc.1,800$57K0.0%+200.0%0.200%
8/14/2025 Raymond James Financial Inc.16,675$527K0.0%N/A1.853%
8/6/2025 Prospera Financial Services Inc15,383$487K0.0%N/A1.709%
8/1/2025 Envestnet Asset Management Inc.28,168$891K0.0%-1.4%3.130%
7/17/2025 Janney Montgomery Scott LLC10,801$342K0.0%-10.3%1.200%
5/15/2025Royal Bank of Canada9,753$290K0.0%N/A1.084%
5/13/2025HighTower Advisors LLC6,813$202K0.0%-34.1%0.757%
5/7/2025LPL Financial LLC46,904$1.39M0.0%-6.1%5.212%
4/29/2025Envestnet Asset Management Inc.28,579$849K0.0%+110.6%3.175%
4/29/2025Capital Investment Advisory Services LLC1,190$35K0.0%-38.7%0.132%
4/17/2025Janney Montgomery Scott LLC12,044$358K0.0%-17.1%1.338%
2/17/2025KKM Financial LLC6,344$218K0.1%-39.1%0.668%
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2/17/2025Cetera Investment Advisers5,971$205K0.0%-4.8%0.629%
2/17/2025Citadel Advisors LLC22,871$786K0.0%+38.2%2.407%
2/17/2025Benjamin Edwards Inc.31,738$1.09M0.0%-2.8%3.341%
2/13/2025Envestnet Asset Management Inc.13,572$467K0.0%-3.0%1.429%
2/13/2025Wells Fargo & Company MN16,039$551K0.0%+1.9%1.688%
2/11/2025Signature Estate & Investment Advisors LLC5,911$203K0.0%N/A0.622%
2/11/2025LPL Financial LLC49,950$1.72M0.0%+21.2%5.258%
2/4/2025Cutter & CO Brokerage Inc.13,607$468K0.1%-2.6%1.432%
1/31/2025Truist Financial Corp6,056$208K0.0%-8.2%0.637%
1/17/2025Apeiron RIA LLC12,001$413K0.1%-4.7%1.263%
1/17/2025Janney Montgomery Scott LLC14,525$499K0.0%-5.1%1.529%
11/15/2024Benjamin Edwards Inc.32,660$1.05M0.0%N/A3.438%
11/12/2024KKM Financial LLC10,424$334K0.2%+59.5%1.097%
10/8/2024Atwood & Palmer Inc.975$31K0.0%-29.6%0.098%
7/31/2024Commonwealth Equity Services LLC13,966$429K0.0%-8.4%1.164%
7/26/2024Signature Estate & Investment Advisors LLC7,253$223K0.0%N/A0.604%
7/16/2024Apeiron RIA LLC12,597$387K0.1%-7.7%1.050%
5/4/2024Geneos Wealth Management Inc.1,300$42K0.0%-43.5%0.104%
5/1/2024Janney Montgomery Scott LLC19,102$615K0.0%-10.4%1.528%
4/30/2024Cutter & CO Brokerage Inc.14,052$453K0.1%+6.3%1.124%
4/30/2024Arkadios Wealth Advisors8,373$270K0.0%-15.4%0.670%
4/29/2024Benjamin F. Edwards & Company Inc.28,599$921K0.0%+2.0%2.288%
2/8/2024Janney Montgomery Scott LLC21,308$639K0.0%-10.6%1.639%
2/6/2024Benjamin F. Edwards & Company Inc.28,036$841K0.0%+6.4%2.157%
2/2/2024Truist Financial Corp9,055$272K0.0%-44.7%0.697%
1/24/2024Arkadios Wealth Advisors9,899$297K0.0%-9.2%0.761%
1/16/2024Raymond James & Associates15,154$455K0.0%-16.0%1.166%
1/12/2024Apeiron RIA LLC13,743$412K0.1%-3.3%1.057%
11/8/2023Janney Montgomery Scott LLC23,841$670K0.0%-4.6%1.766%
10/31/2023Cutter & CO Brokerage Inc.13,263$373K0.1%-8.5%0.982%
10/24/2023Raymond James & Associates18,040$507K0.0%-9.8%1.336%
10/23/2023Commonwealth Equity Services LLC20,015$563K0.0%+2.4%1.483%
10/19/2023Apeiron RIA LLC14,214$400K0.1%-38.3%1.053%
10/13/2023Arkadios Wealth Advisors10,906$307K0.0%-8.5%0.727%
8/1/2023Truist Financial Corp16,395$488K0.0%-16.7%0.820%
7/31/2023LPL Financial LLC46,888$1.40M0.0%+0.7%2.344%
7/26/2023Janney Montgomery Scott LLC24,994$744K0.0%-7.6%1.250%
7/25/2023Raymond James & Associates19,989$595K0.0%-16.3%0.999%
7/20/2023Apeiron RIA LLC23,039$686K0.2%-10.8%1.152%
7/18/2023Atwood & Palmer Inc.1,385$41K0.0%-45.4%0.087%
7/5/2023Cedar Brook Financial Partners LLC7,024$209K0.0%N/A0.439%
5/11/2023Envestnet Asset Management Inc.19,280$524K0.0%-18.0%1.102%
5/5/2023Truist Financial Corp19,682$535K0.0%+2.7%1.125%
4/28/2023Janney Montgomery Scott LLC27,063$736K0.0%-80.6%1.546%
4/27/2023Benjamin F. Edwards & Company Inc.24,228$659K0.0%+104.0%1.384%
4/25/2023Geneos Wealth Management Inc.2,300$63K0.0%-14.8%0.131%
4/21/2023Atwood & Palmer Inc.2,535$69K0.0%-92.5%0.145%
4/14/2023Raymond James Financial Services Advisors Inc.15,493$421K0.0%-74.5%0.885%
4/14/2023Raymond James & Associates23,881$649K0.0%-26.2%1.365%
4/13/2023Apeiron RIA LLC25,831$702K0.2%-24.0%1.476%
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2/14/2023J Arnold Wealth Management Co1,557$39K0.0%+179.5%0.076%
2/13/2023Icapital Wealth LLC10,000$252K0.2%-50.3%0.488%
2/9/2023HighTower Advisors LLC19,122$482K0.0%-2.0%0.933%
2/8/2023Raymond James Financial Services Advisors Inc.60,661$1.53M0.0%-18.7%2.959%
2/8/2023Raymond James & Associates32,339$816K0.0%-18.6%1.578%
2/7/2023Commonwealth Equity Services LLC28,243$712K0.0%-60.4%1.378%
2/7/2023Benjamin F. Edwards & Company Inc.11,875$299K0.0%+68.3%0.579%
2/7/2023LPL Financial LLC76,294$1.92M0.0%-9.0%3.722%
2/1/2023Janney Montgomery Scott LLC139,817$3.53M0.0%-44.4%6.820%
1/31/2023Atwood & Palmer Inc.33,820$853K0.1%-49.8%1.650%


FTXR Institutional Ownership - Frequently Asked Questions

During the previous two years, 35 institutional investors and hedge funds held shares of First Trust Nasdaq Transportation ETF. The most heavily invested institutionals were First Trust Advisors LP ($669.27M), Royal Bank of Canada ($5.65M), Goldman Sachs Group Inc. ($5.13M), NewEdge Advisors LLC ($4.76M), Maridea Wealth Management LLC ($1.64M), LPL Financial LLC ($1.58M), and Davis Investment Partners LLC ($1.24M).Learn more on First Trust Nasdaq Transportation ETF's institutional investors.

Of the 29 institutional investors that purchased First Trust Nasdaq Transportation ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Trust Advisors LP ($17.56M), Royal Bank of Canada ($155.97K), NewEdge Advisors LLC ($123.69K), Maridea Wealth Management LLC ($42.30K), Benjamin Edwards Inc. ($32.66K), Davis Investment Partners LLC ($32.61K), and World Investment Advisors ($25.84K).

Institutional investors have bought a total of 18,122,878 shares in the last 24 months. This purchase volume represents approximately $690.34M in transactions.

The following institutional investors have sold First Trust Nasdaq Transportation ETF stock in the last 24 months: Envestnet Asset Management Inc. ($7.77K), Janney Montgomery Scott LLC ($4.31K), LPL Financial LLC ($2.16K), Prospera Financial Services Inc ($752.00), Commonwealth Equity Services LLC ($401.00), and Raymond James Financial Inc. ($292.00).

Institutional investors have sold a total of 15,685 shares in the last 24 months. This volume of shares sold represents approximately $566.60K in transactions.



This page (NASDAQ:FTXR) was last updated on 5/25/2026 by MarketBeat.com Staff.
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