FIRST TRUST NASDAQ FOOD & BE (FTXG) Top Institutional Shareholders
FIRST TRUST NASDAQ FOOD & BE (FTXG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $9.44M in FTXG holdings during the latest filing period.
Journey Advisory Group, Llc is currently the largest disclosed institutional shareholder of FTXG tracked by InsiderSet, reporting ownership valued at approximately $2.58M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.58M, representing an estimated gain of +0.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed FTXG value among the investors covered in this analysis. Major shareholders include Journey Advisory Group, Llc, Clear Point Advisors Inc., Iht Wealth Management, Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST NASDAQ FOOD & BE (FTXG).
This page ranks the largest institutional FTXG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
26
Total Reported Value
$9.44M
Largest Holder
Journey Advisory Group, Llc
Largest Position
$2.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Journey Advisory Group, Llc | 0.22% | 116,359 | $2,575,804 | $2,576,118 | +$314 | +0.01% | |
| Clear Point Advisors Inc. | 1.12% | 28,968 | $1,442,915 | $641,334 | -$801,581 | -55.55% | |
| Iht Wealth Management, Llc | 0.03% | 58,481 | $1,294,575 | $1,294,734 | +$159 | +0.01% | |
| Raymond James Financial Inc | 0.00% | 32,017 | $708,751 | $708,837 | +$86 | +0.01% | |
| Wakefield Asset Management Lllp | 0.19% | 31,998 | $708,331 | $708,417 | +$86 | +0.01% | |
| Goldman Sachs Group Inc | 0.00% | 27,292 | $604,155 | $604,229 | +$74 | +0.01% | |
| Royal Bank Of Canada | 0.00% | 19,009 | $421,000 | $420,848 | -$152 | -0.04% | |
| Stifel Financial Corp | 0.00% | 13,946 | $308,718 | $308,756 | +$38 | +0.01% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 13,801 | $306,432 | $305,546 | -$886 | -0.29% | |
| Fulcrum Equity Management | 0.25% | 11,418 | $252,747 | $252,788 | +$41 | +0.02% | |
| Mcadam, Llc | 0.01% | 10,794 | $238,944 | $238,973 | +$29 | +0.01% | |
| Lpl Financial Llc | 0.00% | 9,390 | $207,856 | $207,889 | +$33 | +0.02% | |
| Morgan Stanley | 0.00% | 8,907 | $197,191 | $197,196 | +$5 | +0.00% | |
| Osaic Holdings, Inc. | 0.00% | 2,829 | $62,637 | $62,632 | -$5 | -0.01% | |
| Ifp Advisors, Inc | 0.00% | 1,890 | $41,838 | $41,843 | +$5 | +0.01% | |
| Banque Transatlantique Sa | 0.00% | 1,330 | $29,442 | $29,445 | +$3 | +0.01% | |
| Parallel Advisors, Llc | 0.00% | 1,115 | $24,682 | $24,685 | +$3 | +0.01% | |
| Minot Deblois Advisors Llc | 0.00% | 235 | $5,202 | $5,203 | +$1 | +0.01% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 172 | $3,808 | $3,808 | -$0 | -0.00% | |
| Western Wealth Management, Llc | 0.00% | 110 | $2,441 | $2,435 | -$6 | -0.23% | |
| Sound Income Strategies, Llc | 0.00% | 104 | $2,296 | $2,302 | +$6 | +0.28% | |
| Ae Wealth Management Llc | 0.00% | 88 | $1,948 | $1,948 | +$0 | +0.01% | |
| Princeton Global Asset Management Llc | 0.00% | 55 | $1,218 | $1,218 | -$0 | -0.03% | |
| Transamerica Financial Advisors, Llc | 0.00% | 16 | $356 | $354 | -$2 | -0.50% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $20 | $22 | +$2 | +10.70% | |
| Advisory Services Network, Llc | 0.00% | 0 | $7 | — | — | — |
Frequently asked questions about FTXG
Who owns the most FTXG stock?
The largest holders of FTXG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST NASDAQ FOOD & BE (FTXG).
Is FTXG widely held by superinvestors?
Many widely followed stocks like FTXG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTXG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.