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 3.58 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
637,481
shares
|
$19.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
506,608
shares
|
$15.2 Million
0.01% of portfolio
|
Q4 2024
Added 13.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
282,303
shares
|
$8.48 Million
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
185,438
shares
|
$5.57 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
133,693
shares
|
$4.01 Million
0.01% of portfolio
|
Q4 2024
Added 31.5%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
128,425
shares
|
$3.86 Million
0.01% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
127,117
shares
|
$3.82 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
95,102
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.75%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
75,155
shares
|
$2.26 Million
1.53% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,411
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
72,592
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
64,904
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
58,915
shares
|
$1.77 Million
0.03% of portfolio
|
Q4 2024
Added 156.99%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
58,049
shares
|
$1.74 Million
0.14% of portfolio
|
Q4 2024
Reduced 98.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
53,791
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Added 33.44%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
48,377
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.29%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
45,161
shares
|
$1.36 Million
0.27% of portfolio
|
Q1 2024
Added 3.31%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
43,783
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
43,120
shares
|
$1.29 Million
0.42% of portfolio
|
Q4 2024
Added 49.28%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
40,538
shares
|
$1.22 Million
0.46% of portfolio
|
Q4 2022
Reduced 96.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
40,084
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
38,990
shares
|
$1.17 Million
0.37% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
35,771
shares
|
$1.07 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
34,433
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
31,153
shares
|
$935,524
0.23% of portfolio
|
Q4 2024
Reduced 6.37%
|