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First Trust Nasdaq Bank ETF (FTXO) Institutional Ownership

First Trust Nasdaq Bank ETF logo
$27.39 +0.24 (+0.88%)
Closing price 04/17/2025 03:59 PM Eastern
Extended Trading
$27.37 -0.02 (-0.07%)
As of 04/17/2025 05:08 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$59.86M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$10.98M
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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
4/18/2025Wagner Wealth Management LLC158,719$4.83M1.2%-5.5%2.159%
4/17/2025 Janney Montgomery Scott LLC115,993$3.53M0.0%+14.2%1.578%
4/16/2025 Wealth Enhancement Advisory Services LLC13,480$410K0.0%-5.3%0.183%
4/16/2025 Puff Wealth Management LLC32,148$977K0.9%+6.7%0.437%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,365$41K0.0%-42.3%0.018%
4/10/2025 Iams Wealth Management LLC37,243$1.13M0.5%N/A0.503%
4/9/2025 RFG Advisory LLC7,206$219K0.0%N/A0.097%
4/9/2025 NBC Securities Inc.1,398$42K0.0%+23,200.0%0.019%
3/17/2025 Wealth Enhancement Advisory Services LLC14,229$453K0.0%N/A0.208%
2/17/2025Cetera Investment Advisers111,062$3.53M0.0%+457.8%1.621%
2/17/2025Baird Financial Group Inc.10,348$329K0.0%-16.1%0.151%
2/17/2025Bank of America Corp DE209,902$6.68M0.0%+79.8%3.064%
2/17/2025Benjamin Edwards Inc.27,956$889K0.0%N/A0.408%
2/17/2025BNP Paribas Financial Markets50,000$1.59M0.0%N/A0.730%
2/14/2025Jane Street Group LLC8,435$268K0.0%-9.6%0.123%
2/14/2025Coppell Advisory Solutions LLC70,897$2.27M0.3%+1,720.7%1.035%
2/14/2025Stifel Financial Corp30,141$959K0.0%N/A0.440%
2/14/2025Tower Research Capital LLC TRC 4,498$143K0.0%-69.4%0.066%
2/14/2025Concourse Financial Group Securities Inc.4,626$156K0.0%N/A0.068%
2/13/2025NewEdge Advisors LLC2,383$76K0.0%-87.9%0.035%
2/13/2025Raymond James Financial Inc.135,523$4.31M0.0%N/A1.978%
2/13/2025Envestnet Asset Management Inc.335,017$10.66M0.0%N/A4.891%
2/13/2025Wells Fargo & Company MN284,113$9.04M0.0%+313.9%4.148%
2/12/2025OneAscent Financial Services LLC20,448$650K0.1%N/A0.299%
2/12/2025Orion Portfolio Solutions LLC26,298$837K0.0%N/A0.384%
2/11/2025LPL Financial LLC259,479$8.25M0.0%+10.7%3.788%
2/10/2025Harbour Investments Inc.10,052$320K0.0%+223.0%0.147%
2/10/2025Envestnet Portfolio Solutions Inc.26,921$856K0.0%N/A0.393%
2/10/2025Commonwealth Equity Services LLC16,046$510K0.0%+4.1%0.234%
2/7/2025Independent Advisor Alliance49,735$1.58M0.0%N/A0.726%
2/7/2025Larson Financial Group LLC1,633$52K0.0%+22.0%0.024%
2/6/2025Raymond James Financial Inc.135,523$4.31M0.0%N/A1.978%
2/6/2025Atria Investments Inc27,135$863K0.0%N/A0.396%
2/6/2025Assetmark Inc.110,408$3.51M0.0%+24,112.3%1.612%
2/5/2025 Sherman Asset Management Inc.870$28K0.0%N/A0.013%
2/4/2025Bank of New York Mellon Corp35,997$1.15M0.0%N/A0.526%
1/31/2025Atria Wealth Solutions Inc.17,326$551K0.0%N/A0.263%
1/31/2025Truist Financial Corp76,011$2.42M0.0%N/A1.152%
1/31/2025Sanctuary Advisors LLC9,228$317K0.0%N/A0.140%
1/30/2025Principal Securities Inc.4,442$141K0.0%+215.5%0.067%
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1/30/2025 Puff Wealth Management LLC30,118$958K1.6%N/A0.456%
1/29/2025Wagner Wealth Management LLC167,920$5.34M1.4%+0.5%2.544%
1/24/2025DAVENPORT & Co LLC15,623$497K0.0%N/A0.237%
1/22/2025Nilsine Partners LLC35,489$1.13M0.1%N/A0.538%
1/17/2025 Secure Asset Management LLC229,155$7.29M1.1%-2.1%3.609%
1/17/2025 Janney Montgomery Scott LLC101,580$3.23M0.0%+31.4%1.600%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.2,365$75K0.0%+284.6%0.038%
1/14/2025 Park Avenue Securities LLC20,177$642K0.0%N/A0.320%
1/10/2025 HBW Advisory Services LLC7,807$248K0.0%+4.6%0.130%
1/8/2025International Assets Investment Management LLC7,505$238K0.0%N/A0.129%
11/15/2024Jane Street Group LLC9,334$271K0.0%N/A0.275%
11/13/2024D.A. Davidson & CO.8,154$237K0.0%+7.9%0.240%
11/4/2024Tyler Stone Wealth Management7,882$229K0.0%+68.1%0.232%
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%
10/11/2024Wagner 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%
8/8/2024PFG 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%
7/30/2024International 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%
5/7/2024PFG 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%
2/7/2024Principal 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%
1/25/2024International Assets Investment Management LLC55,799$1.41M0.0%N/A1.150%
1/24/2024International 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%
1/19/2024PFG 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%
1/10/2024Creative 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%
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The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

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11/13/2023Envestnet Asset Management Inc.232,571$4.81M0.0%-3.0%3.844%
11/13/2023Envestnet Portfolio Solutions Inc.16,653$344K0.0%N/A0.275%
11/13/2023Kestra Advisory Services LLC37,125$767K0.0%+18.6%0.614%
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%
(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, 74 institutional investors and hedge funds held shares of First Trust Nasdaq Bank ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($10.66M), Wells Fargo & Company MN ($9.04M), LPL Financial LLC ($8.25M), UBS Group AG ($8.17M), Secure Asset Management LLC ($7.29M), Bank of America Corp DE ($6.68M), and Wagner Wealth Management LLC ($4.83M).Learn more on FTXO's institutional investors.

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

Of the 64 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 ($391.21K), Envestnet Asset Management Inc. ($335.02K), Raymond James Financial Inc. ($271.05K), Wells Fargo & Company MN ($215.47K), International Assets Investment Management LLC ($213.63K), UBS Group AG ($194.18K), and Assetmark Inc. ($122.81K).

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

Institutional investors have bought a total of 3,032,058 shares in the last 24 months. This purchase volume represents approximately $89.84M 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. ($227.21K), Secure Asset Management LLC ($201.93K), Osaic Holdings Inc. ($165.38K), Cambridge Investment Research Advisors Inc. ($136.65K), Commonwealth Equity Services LLC ($43.92K), LPL Financial LLC ($39.64K), and HBW Advisory Services LLC ($33.15K).

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

Institutional investors have sold a total of 1,092,985 shares in the last 24 months. This volume of shares sold represents approximately $26.56M in transactions.



This page (NASDAQ:FTXO) was last updated on 4/19/2025 by MarketBeat.com Staff
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