FTXH Institutional Ownership & Shareholders
FIRST TRUST NASDAQ PHARMACEU (FTXH) is currently held by 36 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $38.16M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Oppenheimer & Co Inc is currently the largest disclosed institutional shareholder of FTXH tracked by InsiderSet, reporting ownership valued at approximately $6.01M in its September 30, 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 $6.42M, representing an estimated gain of +6.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed FTXH value among the investors covered in this analysis. Major shareholders include Oppenheimer & Co Inc, Lpl Financial Llc, D.A. Davidson & Co., 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
36
Total Reported Value
$38.16M
Largest Holder
Oppenheimer & Co Inc
Largest Position
$6.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 0.06% | 145,018 | $6,013,896 | $6,415,596 | +$401,700 | +6.68% | |
| Lpl Financial Llc | 0.00% | 151,471 | $5,784,616 | $6,701,077 | +$916,461 | +15.84% | |
| D.A. Davidson & Co. | 0.02% | 89,274 | $3,702,193 | $3,949,482 | +$247,289 | +6.68% | |
| Truist Financial Corp | 0.00% | 60,885 | $2,524,910 | $2,693,552 | +$168,642 | +6.68% | |
| Triagen Wealth Management Llc | 0.57% | 57,019 | $2,364,581 | $2,522,521 | +$157,940 | +6.68% | |
| Spire Wealth Management | 0.07% | 52,257 | $2,167,098 | $2,311,850 | +$144,752 | +6.68% | |
| Raymond James Financial Inc | 0.00% | 54,968 | $2,099,211 | $2,431,784 | +$332,573 | +15.84% | |
| Cyndeo Wealth Partners, Llc | 0.07% | 36,743 | $1,523,733 | $1,625,510 | +$101,777 | +6.68% | |
| Marshall Investment Management, Llc | 0.60% | 38,080 | $1,454,249 | $1,684,659 | +$230,410 | +15.84% | |
| Ameritas Investment Partners, Inc. | 0.03% | 33,987 | $1,297,935 | $1,503,585 | +$205,650 | +15.84% | |
| Trust Co Of Oklahoma | 0.34% | 30,927 | $1,282,543 | $1,368,210 | +$85,667 | +6.68% | |
| Nilsine Partners, Llc | 0.07% | 28,057 | $1,071,488 | $1,241,242 | +$169,754 | +15.84% | |
| Minichmacgregor Wealth Management, Llc | 0.16% | 23,337 | $967,785 | $1,032,429 | +$64,644 | +6.68% | |
| Realta Investment Advisors | 0.23% | 19,199 | $796,193 | $849,364 | +$53,171 | +6.68% | |
| Englebert Financial Advisers, Llc | 0.74% | 18,101 | $750,629 | $800,788 | +$50,159 | +6.68% | |
| Royal Bank Of Canada | 0.00% | 14,322 | $547,000 | $633,605 | +$86,605 | +15.83% | |
| Goldman Sachs Group Inc | 0.00% | 13,730 | $524,345 | $607,415 | +$83,070 | +15.84% | |
| Commonwealth Equity Services, Llc | 0.00% | 10,734 | $409,910 | $474,872 | +$64,962 | +15.85% | |
| Onedigital Investment Advisors Llc | 0.00% | 9,325 | $356,119 | $412,538 | +$56,419 | +15.84% | |
| Sound Income Strategies, Llc | 0.02% | 8,782 | $355,232 | $388,516 | +$33,284 | +9.37% | |
| Flagship Harbor Advisors, Llc | 0.01% | 8,500 | $352,477 | $376,040 | +$23,563 | +6.68% | |
| Envestnet Asset Management Inc | 0.00% | 8,340 | $318,504 | $368,962 | +$50,458 | +15.84% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 8,180 | $312,392 | $361,883 | +$49,491 | +15.84% | |
| Citadel Advisors Llc | 0.00% | 6,822 | $260,530 | $301,805 | +$41,275 | +15.84% | |
| Beto Financial Group, Llc | 0.14% | 6,833 | $259,848 | $302,292 | +$42,444 | +16.33% | |
| Morgan Stanley | 0.00% | 5,917 | $225,984 | $261,768 | +$35,784 | +15.83% | |
| Bank Of Montreal | 0.00% | 4,326 | $165,208 | $191,382 | +$26,174 | +15.84% | |
| Osaic Holdings, Inc. | 0.00% | 2,556 | $97,642 | $113,077 | +$15,435 | +15.81% | |
| Nbc Securities, Inc. | 0.00% | 1,161 | $48,147 | $51,363 | +$3,216 | +6.68% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,046 | $39,946 | $46,275 | +$6,329 | +15.84% | |
| Harbour Investments, Inc. | 0.00% | 929 | $35,478 | $41,099 | +$5,621 | +15.84% | |
| Asset Dedication, Llc | 0.00% | 593 | $22,647 | $26,234 | +$3,587 | +15.84% | |
| Capital Investment Advisory Services, Llc | 0.00% | 450 | $18,662 | $19,908 | +$1,246 | +6.68% | |
| Princeton Global Asset Management Llc | 0.00% | 150 | $6,221 | $6,636 | +$415 | +6.67% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 30,525 | $1,166 | $1,350,426 | +$1,349,260 | +115716.98% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $52 | $44 | -$8 | -14.92% |
Frequently asked questions about FTXH
Who are the largest institutional holders of FTXH?
The largest institutional holders of FTXH reported in the latest SEC Form 13F filings include Oppenheimer & Co Inc, Lpl Financial Llc, D.A. Davidson & Co., Truist Financial Corp, and Triagen Wealth Management Llc. InsiderSet ranks institutional holders by their latest reported FTXH position.
What is FTXH institutional ownership?
This page tracks FTXH positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST NASDAQ PHARMACEU (FTXH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTXH?
InsiderSet currently tracks 36 institutional managers reporting FTXH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FTXH shareholders.
How much FTXH stock do institutions own?
Institutional investment managers disclosed approximately $38.16M in FTXH holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTXH institutional ownership last updated?
The latest FTXH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FTXH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FTXH position after the reporting date.
Are institutions buying or selling FTXH?
Institutional buying and selling can be analyzed by comparing FTXH positions across consecutive 13F reporting periods. InsiderSet's FTXH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTXH ownership changes.
How has FTXH institutional ownership changed over time?
InsiderSet tracks FTXH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.