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First Trust Nasdaq Bank ETF (FTXO) Institutional Ownership

First Trust Nasdaq Bank ETF logo
$33.84 +0.48 (+1.44%)
As of 01/17/2025 04:00 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)
16
Total
Institutional Inflows
(last 12 months)
$15.60M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$10.01M
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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
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%
1/8/2025 International 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%
10/15/2024NBC 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%
7/30/2024 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%
5/7/2024PFG 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%
1/25/2024 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%
1/19/2024PFG Advisors13,679$346K0.0%N/A0.251%
1/16/2024 HBW Advisory Services LLC40,615$1.03M0.2%+16.9%0.759%
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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%
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%
11/4/2023NBC 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%
10/24/2023Cambridge 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%
10/13/2023Global 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%
7/26/2023Creative 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%
7/19/2023 Nelson 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%
7/13/2023Cambridge Investment Research Advisors Inc.198,115$4.21M0.0%-2.4%3.170%
A deadly mistake in my prediction… (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
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%
5/11/2023Cambridge Investment Research Advisors Inc.203,089$4.32M0.0%+15.5%2.901%
5/10/2023Gateway Wealth Partners LLC9,550$203K0.0%+10.4%0.136%
5/10/2023LPL Financial LLC438,677$9.33M0.0%-4.1%6.267%
5/10/2023 Nelson 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%
5/8/2023NewEdge Wealth LLC12,776$272K0.0%N/A0.183%
(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, 65 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 ($7.29M), Advisor Group Holdings Inc. ($5.77M), Wagner Wealth Management LLC ($4.86M), Envestnet Asset Management Inc. ($4.81M), and Janney Montgomery Scott LLC ($3.23M).Learn more on FTXO's institutional investors.

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

Of the 53 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 ($342.55K), UBS Group AG ($194.18K), Envestnet Asset Management Inc. ($160.24K), Coppell Advisory Solutions Corp. ($66.57K), PFG Advisors ($38.29K), and Janney Montgomery Scott LLC ($33.54K).

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

Institutional investors have bought a total of 1,838,416 shares in the last 24 months. This purchase volume represents approximately $63.37M 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 ($219.36K), 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 1,252,384 shares in the last 24 months. This volume of shares sold represents approximately $35.51M in transactions.


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This page (NASDAQ:FTXO) was last updated on 1/20/2025 by MarketBeat.com Staff
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