Institutional Ownership First Tr ETF Vi Nasdaq Oil & G (FTXN)
This table provides information about the institutional ownership of First Tr ETF Vi Nasdaq Oil & G (FTXN). We have compiled data on the 101 institutions that hold shares in the stock, with a total of 3.32 Million shares, which have been reported (via 13F filing form) to have a value of $85.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
8,477
shares
|
$217,350
0.16% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
8,392
shares
|
$215,170
0.0% of portfolio
|
Q1 2025
Reduced 69.89%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
8,370
shares
|
$214,606
0.08% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
8,355
shares
|
$214,222
0.15% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
8,115
shares
|
$208,068
0.02% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,006
shares
|
$205,273
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
7,999
shares
|
$205,094
0.01% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
7,999
shares
|
$205,094
0.09% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
7,699
shares
|
$197,402
0.0% of portfolio
|
Q4 2024
Reduced 36.56%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,604
shares
|
$194,966
0.01% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
7,116
shares
|
$182,454
0.0% of portfolio
|
Q4 2024
Reduced 60.68%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,978
shares
|
$178,915
0.0% of portfolio
|
Q4 2024
Reduced 46.98%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
6,425
shares
|
$164,737
0.07% of portfolio
|
Q3 2024
Reduced 13.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,295
shares
|
$161,403
0.01% of portfolio
|
Q1 2025
Reduced 18.41%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
5,524
shares
|
$141,635
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
5,487
shares
|
$140,686
0.1% of portfolio
|
Q1 2025
Reduced 84.66%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
4,592
shares
|
$117,738
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
4,577
shares
|
$117,354
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,895
shares
|
$74,227
0.0% of portfolio
|
Q4 2024
Added 108.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,800
shares
|
$71,792
0.0% of portfolio
|
Q2 2024
Reduced 22.69%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,678
shares
|
$68,663
0.0% of portfolio
|
Q4 2024
Reduced 46.0%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
2,651
shares
|
$67,971
0.01% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,959
shares
|
$50,228
0.03% of portfolio
|
Q3 2023
Reduced 32.82%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,801
shares
|
$46,177
0.0% of portfolio
|
Q1 2025
Added 29916.67%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
1,525
shares
|
$39,101
0.0% of portfolio
|
Q1 2025
Reduced 3.17%
|