FIRST TRUST NASDAQ FOOD & BE (FTXG) Institutional Ownership Changes & 13F Activity
FIRST TRUST NASDAQ FOOD & BE (FTXG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Journey Advisory Group, Llc, Citadel Advisors Llc, Financial Solutions Advisory Group, Inc., and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +44,000 | — | 44,000 | $979.20K | Q2 2026 | Sep 02, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -1 | -6.3% | 15 | $350.00 | Q2 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Buy | +35,014 | — | 35,014 | $779.22K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +4,058 | +21.3% | 23,067 | $513.00K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +3,613 | +13.2% | 30,905 | $687.78K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +3,100 | +9.7% | 35,117 | $781.51K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,177 | +77.0% | 5,006 | $111.42K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +162 | +0.3% | 58,643 | $1.31M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1 | +100.0% | 2 | $43.00 | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +253,077 | +2841.3% | 261,984 | $5.83M | Q2 2026 | Aug 13, 2026 |
| Stifel Financial Corp | Buy | +13,959 | +100.1% | 27,905 | $621.02K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +1,365 | — | 1,365 | $30.38K | Q2 2026 | Aug 12, 2026 |
| Simplex Trading, Llc | Buy | +445 | — | 445 | $9.90K | Q2 2026 | Aug 12, 2026 |
| Wakefield Asset Management Lllp | Buy | +1,724 | +5.4% | 33,722 | $750.47K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +2,992 | +31.9% | 12,382 | $275.56K | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, Llc | Sell | -140 | -12.6% | 975 | $21.70K | Q2 2026 | Aug 05, 2026 |
| Mcadam, Llc | Sell | -1,045 | -9.7% | 9,749 | $216.96K | Q2 2026 | Aug 04, 2026 |
| Wealth Enhancement Advisory Services, Llc | Sell | -2,127 | -15.4% | 11,674 | $264.74K | Q2 2026 | Jul 15, 2026 |
| Financial Solutions Advisory Group, Inc. | Buy | +38,787 | — | 38,787 | $867.82K | Q2 2026 | Jul 13, 2026 |
| Western Wealth Management, Llc | Sell | -110 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Ae Wealth Management Llc | Sell | -88 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -172 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Journey Advisory Group, Llc | Sell | -116,359 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Clear Point Advisors Inc. | Sell | -28,968 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 29, 2026 |
| Sound Income Strategies, Llc | Sell | -104 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
| Fulcrum Equity Management | Sell | -11,418 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 02, 2026 |
Frequently asked questions about FTXG activity
Which institutional owners are buying FTXG?
Institutional owners buying FTXG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FTXG activity?
"Buy" means an investor increased their reported position in FTXG compared to the prior reporting period. This reflects growing exposure to FIRST TRUST NASDAQ FOOD & BE (FTXG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FTXG increasing?
Institutional interest in FTXG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.