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First Trust Nasdaq Oil & Gas ETF (FTXN) Institutional Ownership

$31.38
+0.71 (+2.31%)
(As of 05/31/2024 ET)

Institutional Ownership Changes (13F Filings) for First Trust Nasdaq Oil & Gas ETF (NASDAQ:FTXN)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$96.11M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$49.43M
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FTXN Institutional Buying and Selling by Quarter

First Trust Nasdaq Oil & Gas ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisors LLC52,737$1.70M0.0%+67.6%0.764%
5/24/2024 Cetera Investment Advisers119,419$3.86M0.0%+182.4%1.731%
5/17/2024 National Wealth Management Group LLC12,324$398K0.3%-30.4%0.179%
5/17/2024 Comerica Bank1,275$41K0.0%-21.4%0.018%
5/17/2024 Jaffetilchin Investment Partners LLC14,887$481K0.0%N/A0.216%
5/17/2024 Coppell Advisory Solutions Corp.45,161$1.46M0.3%N/A0.655%
5/16/2024 B. Riley Wealth Advisors Inc.6,757$203K0.0%N/A0.098%
5/8/2024 Avantax Advisory Services Inc.36,857$1.19M0.0%+12.4%0.534%
5/7/2024 Quantum Private Wealth LLC46,186$1.49M0.6%+2.2%0.669%
5/6/2024 Envestnet Portfolio Solutions Inc.14,267$461K0.0%+4.2%0.207%
5/1/2024 Janney Montgomery Scott LLC32,453$1.05M0.0%-9.6%0.470%
4/30/2024 Private Advisor Group LLC62,406$2.02M0.0%-2.7%0.904%
4/29/2024Commonwealth Equity Services LLC159,282$5.14M0.0%+164.6%2.308%
4/29/2024 Benjamin F. Edwards & Company Inc.10,524$340K0.0%-80.2%0.153%
4/25/2024 Cambridge Investment Research Advisors Inc.75,862$2.45M0.0%+19.6%1.099%
4/24/2024 Activest Wealth Management5,524$178K0.1%N/A0.080%
4/23/2024 Raymond James Financial Services Advisors Inc.122,444$3.95M0.0%-68.7%1.775%
4/18/2024 Iams Wealth Management LLC24,507$791K0.5%+15.6%0.355%
4/16/2024 OneAscent Financial Services LLC12,784$413K0.0%+22.0%0.185%
4/11/2024 International Assets Investment Management LLC62,350$2.03M0.1%+2.7%0.904%
3/8/2024 ICA Group Wealth Management LLC1,450$41K0.0%N/A0.020%
2/14/2024 Regal Investment Advisors LLC17,084$483K0.0%-7.4%0.239%
2/12/2024 Steward Partners Investment Advisory LLC14,700$416K0.0%-49.3%0.206%
2/9/2024 Cambridge Investment Research Advisors Inc.63,407$1.79M0.0%-60.3%0.887%
2/9/2024 Assetmark Inc.40,889$1.16M0.0%+70.3%0.572%
2/9/2024 D.A. Davidson & CO.25,903$733K0.0%+3.8%0.362%
2/9/2024 Wells Fargo & Company MN333,127$9.43M0.0%+14.2%4.659%
2/8/2024 Janney Montgomery Scott LLC35,916$1.02M0.0%+94.0%0.502%
2/7/2024 Avantax Advisory Services Inc.32,785$928K0.0%-20.5%0.459%
2/7/2024 Envestnet Portfolio Solutions Inc.13,691$387K0.0%-3.1%0.191%
2/7/2024 Iams Wealth Management LLC21,197$600K0.4%+5.5%0.296%
2/7/2024 Principal Securities Inc.3,366$95K0.0%N/A0.047%
2/6/2024 Private Advisor Group LLC64,165$1.82M0.0%+8.8%0.897%
2/6/2024 Benjamin F. Edwards & Company Inc.53,066$1.50M0.0%+7.4%0.742%
2/6/2024 Y.D. More Investments Ltd14,000$396K0.1%+64.7%0.196%
2/5/2024 Kestra Private Wealth Services LLC14,699$416K0.0%-50.9%0.206%
2/2/2024 Truist Financial Corp35,070$992K0.0%-29.1%0.461%
2/1/2024 CWM LLC41,502$1.17M0.0%-1.4%0.546%
1/31/2024 J.W. Cole Advisors Inc.7,333$208K0.0%N/A0.096%
1/30/2024 Quantum Private Wealth LLC45,186$1.28M0.5%+22.0%0.595%
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1/30/2024 SFI Advisors LLC80,940$2.29M2.0%-8.8%1.065%
1/29/2024 NewEdge Wealth LLC15,008$425K0.0%-4.7%0.197%
1/25/2024 International Assets Investment Management LLC60,709$1.72M0.0%-41.7%0.768%
1/24/2024 International Assets Investment Management LLC1,717,954$48.62M0.0%+1,550.7%21.746%
1/23/2024 DAVENPORT & Co LLC32,559$921K0.0%-34.4%0.412%
1/22/2024 Clarus Wealth Advisors11,407$307K0.2%N/A0.144%
1/22/2024 Secure Asset Management LLC75,363$2.13M0.6%+79.8%0.954%
1/18/2024 Global Retirement Partners LLC5,764$156K0.0%+19.6%0.071%
1/16/2024 Raymond James Financial Services Advisors Inc.391,033$11.07M0.0%-41.4%4.828%
1/16/2024 Raymond James & Associates246,502$6.98M0.0%+110.6%3.043%
1/16/2024CoreCap Advisors LLC15,742$445K0.0%N/A0.194%
1/12/2024 Apeiron RIA LLC26,087$738K0.2%-11.7%0.320%
1/12/2024 Cyndeo Wealth Partners LLC98,785$2.80M0.3%+513.5%1.212%
1/11/2024 OneAscent Financial Services LLC10,475$296K0.0%+17.9%0.129%
1/2/2024 Anchor Investment Management LLC1,105$31K0.0%N/A0.012%
12/1/2023 B. Riley Wealth Advisors Inc.6,757$203K0.0%N/A0.075%
11/16/2023Harbour Investments Inc.14,174$426K0.0%-9.1%0.158%
11/14/2023 Mutual Advisors LLC11,491$345K0.0%+7.1%0.128%
11/14/2023 PGIM Custom Harvest LLC38,946$1.17M0.0%-12.6%0.435%
11/13/2023 Jaffetilchin Investment Partners LLC19,678$591K0.1%N/A0.220%
11/13/2023 Stifel Financial Corp56,136$1.69M0.0%+15.0%0.627%
11/13/2023 LPL Financial LLC946,610$28.44M0.0%+10.7%10.577%
11/13/2023 Regal Investment Advisors LLC18,448$554K0.0%-35.8%0.206%
11/13/2023 Envestnet Asset Management Inc.227,340$6.83M0.0%-4.1%2.540%
11/13/2023 Envestnet Portfolio Solutions Inc.14,131$424K0.0%N/A0.158%
11/13/2023 Kestra Advisory Services LLC36,020$1.08M0.0%-27.6%0.402%
11/9/2023DB Wealth Management Group LLC1,959$59K0.0%-32.8%0.022%
11/8/2023 Janney Montgomery Scott LLC18,513$556K0.0%+6.5%0.207%
11/8/2023 Avantax Advisory Services Inc.41,256$1.24M0.0%-1.6%0.461%
11/8/2023 Kestra Private Wealth Services LLC29,932$899K0.0%-62.0%0.334%
11/4/2023 NBC Securities Inc.7,246$217K0.0%N/A0.081%
11/3/2023 MGO One Seven LLC6,866$206K0.0%-72.8%0.077%
11/3/2023 Private Advisor Group LLC58,984$1.77M0.0%+0.8%0.659%
11/2/2023 Quantum Private Wealth LLC37,039$1.11M0.5%+4.0%0.414%
10/30/2023 SFI Advisors LLC88,703$2.67M2.6%-6.0%0.991%
10/30/2023 Y.D. More Investments Ltd8,500$255K0.1%N/A0.095%
10/27/2023 Assetmark Inc.24,014$721K0.0%+245.4%0.276%
10/26/2023 Park Avenue Securities LLC8,704$261K0.0%N/A0.100%
10/25/2023 Concourse Financial Group Securities Inc.2,245$67K0.0%-32.9%0.025%
10/25/2023 HFG Advisors Inc.12,855$386K0.4%-3.2%0.148%
10/24/2023 Bank of New York Mellon Corp30,226$908K0.0%-12.1%0.347%
10/24/2023 Stratos Wealth Partners LTD.13,006$391K0.0%+4.1%0.149%
10/24/2023 Raymond James Financial Services Advisors Inc.666,881$20.03M0.0%+112.6%7.665%
10/24/2023 Raymond James & Associates117,039$3.52M0.0%-13.9%1.345%
10/24/2023 Cambridge Investment Research Advisors Inc.159,826$4.80M0.0%+13.5%1.837%
10/23/2023Commonwealth Equity Services LLC51,907$1.56M0.0%-30.9%0.597%
10/19/2023 Apeiron RIA LLC29,528$887K0.3%-2.5%0.339%
10/18/2023 Secure Asset Management LLC41,912$1.26M0.4%-4.5%0.485%
10/18/2023 Private Trust Co. NA2,000$60K0.0%-40.2%0.023%
10/13/2023 OneAscent Financial Services LLC8,887$267K0.1%+13.5%0.103%
Trump’s Gift Could Unleash $51 Billion in New Wealth (Ad)

In January 2021, Donald Trump silently rolled out a special gift to the American public… One that top house republicans called “The Key To America’s Economic Future”.

You just have to make this simple move before July 30, 2024.
10/13/2023 Global Retirement Partners LLC4,821$135K0.0%+383.1%0.056%
10/12/2023IFP Advisors Inc12,323$370K0.0%+90.4%0.142%
10/11/2023 AE Wealth Management LLC34,767$1.04M0.0%-14.5%0.402%
10/11/2023 CWM LLC42,087$1.26M0.0%-11.5%0.487%
10/10/2023 International Assets Investment Management LLC104,072$3.18M0.3%N/A1.203%
10/4/2023 International Assets Investment Management LLC104,072$3.18M0.2%N/A1.239%
8/18/2023 SFI Advisors LLC94,366$2.48M2.4%+0.6%1.123%
8/17/2023Coppell Advisory Solutions LLC48,310$1.26M0.4%+10.5%0.575%
8/14/2023 Snowden Capital Advisors LLC38,042$1.00M0.0%N/A0.453%
8/11/2023 Regal Investment Advisors LLC28,755$757K0.1%-2.6%0.342%
(Data available from 1/1/2016 forward)

FTXN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTXN shares?

During the previous two years, 117 institutional investors and hedge funds held shares of First Trust Nasdaq Oil & Gas ETF. The most heavily invested institutionals were First Trust Advisors LP ($688.17M), LPL Financial LLC ($28.44M), O Dell Group LLC ($17.24M), Advisory Services Network LLC ($12.32M), Wells Fargo & Company MN ($9.43M), Royal Bank of Canada ($8.33M), and WCG Wealth Advisors LLC ($7.28M).Learn more on FTXN's institutional investors.

Which institutional investors have been buying First Trust Nasdaq Oil & Gas ETF stock?

Of the 99 institutional investors that purchased First Trust Nasdaq Oil & Gas ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($11.50M), First Trust Advisors LP ($2.18M), Raymond James Financial Services Advisors Inc. ($357.89K), Cyndeo Wealth Partners LLC ($352.72K), WCG Wealth Advisors LLC ($310.89K), NewSquare Capital LLC ($309.04K), and LPL Financial LLC ($259.59K).

How much institutional buying is happening at First Trust Nasdaq Oil & Gas ETF?

Institutional investors have bought a total of 17,722,055 shares in the last 24 months. This purchase volume represents approximately $881.78M in transactions.

Which First Trust Nasdaq Oil & Gas ETF major shareholders have been selling company stock?

Of the 60 institutional investors that sold First Trust Nasdaq Oil & Gas ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($4.79M), Raymond James Financial Services Advisors Inc. ($1.68M), NewSquare Capital LLC ($1.09M), CWM LLC ($696.14K), Raymond James & Associates ($567.80K), NewEdge Advisors LLC ($539.63K), and Benjamin F. Edwards & Company Inc. ($472.73K).

How much institutional selling is happening at First Trust Nasdaq Oil & Gas ETF?

Institutional investors have sold a total of 11,966,809 shares in the last 24 months. This volume of shares sold represents approximately $593.02M in transactions.


This page (NASDAQ:FTXN) was last updated on 6/2/2024 by MarketBeat.com Staff

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