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

$31.31
-0.12 (-0.38%)
(As of 05/13/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$90.77M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$49.33M
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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
5/8/2024 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%
3/8/2024ICA Group Wealth Management LLC1,450$41K0.0%N/A0.020%
2/14/2024Regal Investment Advisors LLC17,084$483K0.0%-7.4%0.239%
2/12/2024Steward 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%
2/9/2024D.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%
2/6/2024Y.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%
2/2/2024Truist 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%
1/30/2024SFI 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%
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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%
1/2/2024Anchor Investment Management LLC1,105$31K0.0%N/A0.012%
12/1/2023B. 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%
11/14/2023PGIM Custom Harvest LLC38,946$1.17M0.0%-12.6%0.435%
11/13/2023Jaffetilchin Investment Partners LLC19,678$591K0.1%N/A0.220%
11/13/2023Stifel Financial Corp56,136$1.69M0.0%+15.0%0.627%
11/13/2023 LPL Financial LLC946,610$28.44M0.0%+10.7%10.577%
11/13/2023Regal Investment Advisors LLC18,448$554K0.0%-35.8%0.206%
11/13/2023Envestnet 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%
11/13/2023Kestra 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%
11/3/2023MGO 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%
10/30/2023SFI Advisors LLC88,703$2.67M2.6%-6.0%0.991%
10/30/2023Y.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%
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%
10/11/2023AE 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%
8/18/2023SFI Advisors LLC94,366$2.48M2.4%+0.6%1.123%
Trump’s “Tax Free” Retirement Strategy (Ad)

Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.

Protect your retirement savings from the inevitable devaluation of the dollar…
8/17/2023Coppell Advisory Solutions LLC48,310$1.26M0.4%+10.5%0.575%
8/14/2023Snowden Capital Advisors LLC38,042$1.00M0.0%N/A0.453%
8/11/2023Regal Investment Advisors LLC28,755$757K0.1%-2.6%0.342%
8/11/2023Kestra Advisory Services LLC49,745$1.31M0.0%-5.6%0.592%
8/11/2023D.A. Davidson & CO.24,928$656K0.0%+26.7%0.297%
8/10/2023Commonwealth Equity Services LLC75,117$1.98M0.0%-35.7%0.894%
8/10/2023National Wealth Management Group LLC17,083$499K0.5%-23.9%0.203%
8/10/2023 Private Advisor Group LLC58,528$1.54M0.0%-1.4%0.697%
8/10/2023Cetera Advisor Networks LLC30,080$792K0.0%-67.8%0.358%
8/10/2023Cetera Investment Advisers32,989$868K0.0%+28.2%0.393%
(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, 115 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 97 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 17,580,831 shares in the last 24 months. This purchase volume represents approximately $877.72M 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: First Trust Advisors LP ($9.73M), 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), and NewEdge Advisors LLC ($539.63K).

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

Institutional investors have sold a total of 21,689,632 shares in the last 24 months. This volume of shares sold represents approximately $1.11B in transactions.


This page (NASDAQ:FTXN) was last updated on 5/13/2024 by MarketBeat.com Staff

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