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First Trust Nasdaq Bank ETF (FTXO) Institutional Ownership

First Trust Nasdaq Bank ETF logo
$30.41
-0.20 (-0.65%)
(As of 11/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$14.63M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$12.37M
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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
10/29/2024 Janney Montgomery Scott LLC77,319$2.25M0.0%+2.9%2.274%
10/16/2024 Secure Asset Management LLC234,152$6.81M1.1%-17.0%6.328%
10/15/2024 NBC Securities Inc.6,887$200K0.0%-9.5%0.186%
10/11/2024 Wagner Wealth Management LLC167,065$4.86M1.3%+0.6%4.515%
10/4/2024 HBW Advisory Services LLC7,462$217K0.0%-81.0%0.199%
8/8/2024 PFG Advisors38,288$1.02M0.1%+21.6%1.008%
8/7/2024Ashton Thomas Private Wealth LLC1,811$48K0.0%N/A0.048%
8/2/2024Larson Financial Group LLC1,337$35K0.0%+575.3%0.035%
7/31/2024Commonwealth Equity Services LLC20,034$532K0.0%-49.9%0.527%
7/30/2024 International Assets Investment Management LLC3,676$98K0.0%N/A0.097%
7/24/2024 Secure Asset Management LLC282,277$7.49M1.4%-30.5%7.428%
7/5/2024 HBW Advisory Services LLC39,372$1.05M0.2%-3.1%1.050%
5/24/2024Cetera Advisors LLC28,473$773K0.0%+62.5%0.678%
5/7/2024 PFG Advisors31,479$854K0.1%+130.1%0.750%
5/1/2024StoneX Group Inc.19,365$526K0.1%-17.3%0.461%
5/1/2024 Janney Montgomery Scott LLC74,696$2.03M0.0%-2.5%1.778%
4/30/2024Commonwealth Equity Services LLC39,977$1.09M0.0%-17.3%0.952%
4/23/2024Raymond James Financial Services Advisors Inc.58,374$1.58M0.0%-65.0%1.390%
2/12/2024StoneX Group Inc.23,430$592K0.1%-11.8%0.488%
2/9/2024D.A. Davidson & CO.8,577$217K0.0%N/A0.179%
2/9/2024UBS Group AG323,259$8.17M0.0%+150.4%6.735%
2/8/2024 Janney Montgomery Scott LLC76,614$1.94M0.0%-1.2%1.596%
2/7/2024Avantax Advisory Services Inc.47,870$1.21M0.0%-13.9%0.997%
2/7/2024 Principal Securities Inc.1,325$33K0.0%N/A0.028%
2/2/2024Truist Financial Corp16,161$408K0.0%-3.9%0.333%
1/29/2024NewEdge Wealth LLC18,184$459K0.0%-3.7%0.375%
1/25/2024 International Assets Investment Management LLC55,799$1.41M0.0%N/A1.150%
1/24/2024 International Assets Investment Management LLC55,799$1.41M0.0%N/A1.150%
1/22/2024 Secure Asset Management LLC434,708$10.98M3.0%+64.2%7.976%
1/19/2024 PFG Advisors13,679$346K0.0%N/A0.251%
1/16/2024 HBW Advisory Services LLC40,615$1.03M0.2%+16.9%0.759%
1/16/2024Raymond James Financial Services Advisors Inc.166,676$4.21M0.0%-9.4%3.115%
1/16/2024Raymond James & Associates34,303$866K0.0%-43.3%0.641%
1/10/2024 Creative Financial Designs Inc. ADV19,545$494K0.1%-4.3%0.365%
11/16/2023Harbour Investments Inc.12,040$249K0.0%-11.5%0.199%
11/14/2023Tower Research Capital LLC TRC21,546$445K0.0%-15.8%0.356%
11/13/2023LPL Financial LLC432,413$8.94M0.0%-4.6%7.147%
11/13/2023Envestnet Asset Management Inc.232,571$4.81M0.0%-3.0%3.844%
11/13/2023 Envestnet Portfolio Solutions Inc.16,653$344K0.0%N/A0.275%
11/13/2023Kestra Advisory Services LLC37,125$767K0.0%+18.6%0.614%
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11/9/2023UBS Group AG129,079$2.67M0.0%-18.5%2.134%
11/8/2023 Janney Montgomery Scott LLC77,534$1.60M0.0%-1.5%1.282%
11/8/2023Atria Wealth Solutions Inc.10,299$213K0.0%+5.1%0.170%
11/8/2023Avantax Advisory Services Inc.55,622$1.15M0.0%-5.0%0.919%
11/4/2023 NBC Securities Inc.8,256$170K0.0%N/A0.136%
10/27/2023Assetmark Inc.21,724$449K0.0%+145.0%0.359%
10/26/2023 Park Avenue Securities LLC10,729$222K0.0%N/A0.177%
10/24/2023Bank of New York Mellon Corp37,613$777K0.0%+4.3%0.622%
10/24/2023Raymond James Financial Services Advisors Inc.183,994$3.80M0.0%-15.3%3.016%
10/24/2023Raymond James & Associates60,500$1.25M0.0%+14.8%0.992%
10/24/2023 Cambridge Investment Research Advisors Inc.66,438$1.37M0.0%-66.5%1.089%
10/23/2023Commonwealth Equity Services LLC44,831$927K0.0%-25.8%0.735%
10/18/2023 Secure Asset Management LLC264,667$5.47M1.6%+508.4%4.339%
10/13/2023OneAscent Financial Services LLC11,191$231K0.1%+18.2%0.183%
10/13/2023 Global Retirement Partners LLC6,622$132K0.0%+433.2%0.109%
10/12/2023IFP Advisors Inc17,737$367K0.0%-51.8%0.291%
10/12/2023 HBW Advisory Services LLC34,744$718K0.2%+22.4%0.570%
10/11/2023AE Wealth Management LLC37,976$785K0.0%+20.0%0.623%
8/17/2023Coppell Advisory Solutions LLC59,527$1.26M0.4%+2.8%0.984%
8/14/2023Snowden Capital Advisors LLC53,825$1.14M0.0%-32.4%0.890%
8/11/2023Kestra Advisory Services LLC31,306$664K0.0%+2.2%0.517%
8/10/2023Osaic Holdings Inc.125,671$2.67M0.0%-56.8%2.077%
8/10/2023Cetera Advisors LLC62,524$1.33M0.0%-18.4%1.033%
8/10/2023Cetera Advisor Networks LLC28,095$596K0.0%-8.5%0.464%
8/10/2023Cetera Investment Advisers54,629$1.16M0.0%-7.9%0.903%
8/9/2023Flow Traders U.S. LLC20,656$438K0.0%N/A0.341%
8/8/2023Geneos Wealth Management Inc.1,814$38K0.0%+31.4%0.030%
8/8/2023Kestra Private Wealth Services LLC31,524$669K0.0%+1.4%0.521%
8/8/2023Prospera Financial Services Inc13,849$294K0.0%-4.6%0.229%
8/4/2023Envestnet Asset Management Inc.239,796$5.09M0.0%-4.4%3.964%
8/4/2023IFP Advisors Inc36,789$1.10M0.1%-11.8%0.608%
8/3/2023Atria Wealth Solutions Inc.9,798$208K0.0%-39.2%0.162%
7/31/2023LPL Financial LLC453,406$9.62M0.0%+3.4%7.494%
7/26/2023 Creative Financial Designs Inc. ADV21,727$461K0.1%+4.3%0.359%
7/26/2023 Janney Montgomery Scott LLC78,690$1.67M0.0%+4.4%1.301%
7/25/2023Raymond James Financial Services Advisors Inc.217,335$4.61M0.0%-23.9%3.592%
7/25/2023Raymond James & Associates52,721$1.12M0.0%+1.2%0.871%
7/20/2023 International Assets Investment Management LLC90,847$2.68M0.4%N/A1.489%
7/19/2023Nelson Van Denburg & Campbell Wealth Management Group LLC4,054$86K0.0%-66.3%0.065%
7/13/2023 Secure Asset Management LLC43,500$923K0.3%-36.6%0.696%
7/13/2023 Cambridge Investment Research Advisors Inc.198,115$4.21M0.0%-2.4%3.170%
7/10/2023AE Wealth Management LLC31,647$672K0.0%-2.3%0.506%
7/10/2023OneAscent Financial Services LLC9,465$201K0.1%N/A0.151%
7/6/2023 HBW Advisory Services LLC28,378$602K0.1%+5.4%0.454%
5/11/2023Jaffetilchin Investment Partners LLC17,896$380K0.0%N/A0.256%
5/11/2023 Cambridge Investment Research Advisors Inc.203,089$4.32M0.0%+15.5%2.901%
5/10/2023 Gateway Wealth Partners LLC9,550$203K0.0%+10.4%0.136%
5/10/2023LPL Financial LLC438,677$9.33M0.0%-4.1%6.267%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC12,046$256K0.0%+20,316.9%0.172%
5/9/2023Tower Research Capital LLC TRC21,257$452K0.0%+477.3%0.304%
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5/8/2023NewEdge Wealth LLC12,776$272K0.0%N/A0.183%
5/8/2023Sigma Planning Corp81,003$1.72M0.1%+42.3%1.157%
5/5/2023Truist Financial Corp23,746$505K0.0%+106.5%0.339%
4/28/2023Avantax Advisory Services Inc.88,538$1.88M0.0%+49.9%1.221%
4/28/2023 Janney Montgomery Scott LLC75,367$1.60M0.0%+5.3%1.040%
4/27/2023Benjamin Edwards Inc.1,995$42K0.0%-31.5%0.028%
4/27/2023Benjamin F. Edwards & Company Inc.8,890$189K0.0%-57.2%0.123%
4/26/2023 IFG Advisory LLC10,467$223K0.0%+17.8%0.144%
4/25/2023 Creative Financial Designs Inc. ADV20,839$443K0.1%+586.6%0.287%
4/25/2023D.A. Davidson & CO.19,662$418K0.0%+51.2%0.266%
(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, 63 institutional investors and hedge funds held shares of First Trust Nasdaq Bank ETF. The most heavily invested institutionals were LPL Financial LLC ($8.94M), UBS Group AG ($8.17M), Secure Asset Management LLC ($6.81M), Advisor Group Holdings Inc. ($5.77M), Wagner Wealth Management LLC ($4.86M), Envestnet Asset Management Inc. ($4.81M), and Osaic Holdings Inc. ($2.67M).Learn more on FTXO's institutional investors.

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

Of the 52 institutional investors that purchased First Trust Nasdaq Bank ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Secure Asset Management LLC ($447.77K), International Assets Investment Management LLC ($335.05K), UBS Group AG ($217.56K), Envestnet Asset Management Inc. ($179.82K), Coppell Advisory Solutions Corp. ($66.57K), PFG Advisors ($38.29K), and Sigma Planning Corp ($37.21K).

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

Institutional investors have bought a total of 1,858,668 shares in the last 24 months. This purchase volume represents approximately $65.80M in transactions.

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

Of the 36 institutional investors that sold First Trust Nasdaq Bank ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($239.26K), Secure Asset Management LLC ($214.36K), Osaic Holdings Inc. ($165.38K), Cambridge Investment Research Advisors Inc. ($136.65K), UBS Group AG ($106.99K), IFP Advisors Inc ($69.15K), and Commonwealth Equity Services LLC ($44.91K).

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

Institutional investors have sold a total of 1,250,895 shares in the last 24 months. This volume of shares sold represents approximately $35.53M in transactions.



This page (NASDAQ:FTXO) was last updated on 11/2/2024 by MarketBeat.com Staff
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