FIRST TRUST NASDAQ OIL & GAS FTXN
$33.52
+1.0% 52w: $26.28 – $39.72
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data26.2833.0039.72
Jun 20, 2025 Jul 2, 2026
Institutional holders
82
+5 QoQ
13F value
$123.9M
+112.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FTXN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 709.0K | $27.4M | 0.0% | +48.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 624.5K | $24.1M | 0.0% | +570.8% |
| LPL Financial LLC | Bank broker | 306.4K | $11.8M | 0.0% | +28.3% |
| NewSquare Capital LLC | Wealth advisor | 206.0K | $8.0M | 0.7% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 119.0K | $4.6M | 0.0% | +45.8% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 100.0K | $3.9M | 0.0% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 97.6K | $3.8M | 0.0% | -18.7% |
| Cetera Investment Advisers | Wealth advisor | 83.1K | $3.2M | 0.0% | -23.2% |
| WCG Wealth Advisors LLC | Wealth advisor | 71.8K | $2.8M | 0.1% | +0.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 71.0K | $2.7M | 0.0% | -66.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 59.0K | $2.3M | 0.0% | -7.6% |
| Independent Advisor Alliance | Wealth advisor | 51.6K | $2.0M | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 49.5K | $1.9M | 0.0% | -3.2% |
| SFI Advisors, LLC | Wealth advisor | 45.6K | $1.8M | 1.8% | -33.4% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 36.0K | $1.4M | 0.0% | New |
| CWM, LLC | Wealth advisor | 35.6K | $1.4M | 0.0% | -8.4% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 35.6K | $1.3M | 0.1% | 0.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 31.4K | $1.2M | 0.0% | +82.7% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 30.9K | $1.2M | 0.0% | New |
| Nilsine Partners, LLC | Other | 32.1K | $1.2M | 0.1% | New |
| OPPENHEIMER & CO INC | Diversified mechanical | 29.4K | $1.1M | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 27.9K | $1.1M | 0.0% | +239.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 25.4K | $979K | 0.0% | +8.7% |
| Quantinno Capital Management LP | Diversified mechanical | 23.2K | $896K | 0.0% | -3.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 22.0K | $847K | 0.0% | +117.6% |
| ROYAL BANK OF CANADA | Bank broker | 21.8K | $841K | 0.0% | -38.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 19.4K | $748K | 0.0% | +65.5% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | Wealth advisor | 16.2K | $625K | 0.2% | +70.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 15.7K | $607K | 0.0% | -16.7% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 13.7K | $529K | 0.0% | -1.0% |
| PGIM Custom Harvest LLC | Wealth advisor | 13.5K | $522K | 0.0% | -15.7% |
| CITADEL ADVISORS LLC | Multistrat pod | 12.5K | $481K | 0.0% | -42.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 11.3K | $436K | 0.0% | -19.9% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 11.1K | $429K | 0.0% | +36.5% |
| Mutual Advisors, LLC | Wealth advisor | 10.8K | $418K | 0.0% | +0.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 9.8K | $378K | 0.0% | +0.3% |
| HFG Advisors, Inc. | Wealth advisor | 9.3K | $358K | 0.3% | Held |
| Regal Investment Advisors LLC | Wealth advisor | 9.2K | $355K | 0.0% | -3.3% |
| DAVENPORT & Co LLC | Diversified mechanical | 8.5K | $330K | 0.0% | -18.6% |
| Mariner, LLC | Diversified mechanical | 8.4K | $326K | 0.0% | -10.4% |
| Harvest Investment Services, LLC | Other | 8.3K | $322K | 0.1% | +0.4% |
| GTS SECURITIES LLC | Market maker | 8.1K | $313K | 0.0% | Held |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 7.6K | $293K | 0.0% | -33.3% |
| U.S. Capital Wealth Advisors, LLC | Other | 7.2K | $278K | 0.0% | -10.0% |
| Parallel Advisors, LLC | Wealth advisor | 6.5K | $252K | 0.0% | +418.5% |
| MGO ONE SEVEN LLC | Wealth advisor | 6.2K | $240K | 0.0% | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 6.1K | $236K | 0.0% | New |
| Activest Wealth Management | Wealth advisor | 5.5K | $213K | 0.0% | Held |
| Element Wealth, LLC | Wealth advisor | 5.5K | $212K | 0.1% | New |
| MARSHALL WACE, LLP | Quant stat arb | 5.5K | $211K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.