FIRST TRUST NASDAQ PHARMACEU (FTXH) Top Institutional Shareholders

FIRST TRUST NASDAQ PHARMACEU (FTXH) 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 $18.20M in FTXH holdings during the latest filing period.

Lpl Financial Llc is currently the largest disclosed institutional shareholder of FTXH tracked by InsiderSet, reporting ownership valued at approximately $6.10M 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 $6.33M, representing an estimated gain of +3.73% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed FTXH value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Truist Financial Corp, Marshall Investment Management, Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST NASDAQ PHARMACEU (FTXH).

This page ranks the largest institutional FTXH 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

31

Total Reported Value

$18.20M

Largest Holder

Lpl Financial Llc

Largest Position

$6.10M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

34

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Lpl Financial Llc0.00%177,635$6,103,098$6,330,503+$227,405+3.73%
Truist Financial Corp0.00%57,088$1,961,411$2,034,485+$73,074+3.73%
Marshall Investment Management, Llc0.75%45,232$1,554,043$1,611,964+$57,921+3.73%
Oppenheimer & Co Inc0.02%40,553$1,393,300$1,445,216+$51,916+3.73%
Ameritas Investment Partners, Inc.0.03%30,065$1,032,944$1,071,447+$38,503+3.73%
Nilsine Partners, Llc0.07%27,120$908,360$966,494+$58,134+6.40%
Goldman Sachs Group Inc0.00%19,354$664,955$689,732+$24,777+3.73%
Envestnet Asset Management Inc0.00%17,598$604,634$627,152+$22,518+3.72%
Vivaldi Capital Management Lp0.06%12,590$432,560$448,679+$16,119+3.73%
Raymond James Financial Inc0.00%11,719$402,635$417,638+$15,003+3.73%
Citadel Advisors Llc0.00%10,264$352,645$365,785+$13,140+3.73%
Onedigital Investment Advisors Llc0.00%9,325$320,384$332,322+$11,938+3.73%
Bank Of Montreal0.00%9,214$316,570$328,366+$11,796+3.73%
Sound Income Strategies, Llc0.01%8,627$298,448$307,446+$8,998+3.02%
Private Advisor Group, Llc0.00%8,076$277,476$287,810+$10,334+3.72%
Stratos Wealth Partners, Ltd.0.00%7,484$257,156$266,713+$9,557+3.72%
Commonwealth Equity Services, Llc0.00%7,191$247,050$256,271+$9,221+3.73%
Beto Financial Group, Llc0.14%6,833$232,354$243,512+$11,158+4.80%
Flagship Harbor Advisors, Llc0.01%6,425$220,750$228,972+$8,222+3.72%
Morgan Stanley0.00%5,916$203,262$210,833+$7,571+3.72%
Susquehanna International Group, Llp0.00%5,844$200,785$208,267+$7,482+3.73%
Osaic Holdings, Inc.0.00%1,762$60,539$62,794+$2,255+3.72%
Nbc Securities, Inc.0.00%1,322$45,420$47,113+$1,693+3.73%
Steward Partners Investment Advisory, Llc0.00%1,046$35,938$37,277+$1,339+3.73%
Harbour Investments, Inc.0.00%836$28,723$29,793+$1,070+3.73%
Ubs Group Ag0.00%587$20,168$20,919+$751+3.73%
Capital Investment Advisory Services, Llc0.00%450$15,461$16,037+$576+3.73%
Princeton Global Asset Management Llc0.00%150$5,154$5,346+$192+3.72%
Royal Bank Of Canada0.00%50$2,000$1,782-$218-10.91%
Cambridge Investment Research Advisors, Inc.0.00%19,540$671$696,361+$695,690+103679.53%
Wells Fargo & Company/Mn0.00%2$64$71+$7+11.37%

Frequently asked questions about FTXH

  • Who owns the most FTXH stock?

    The largest holders of FTXH 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 PHARMACEU (FTXH).

  • Is FTXH widely held by superinvestors?

    Many widely followed stocks like FTXH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTXH 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.