FIRST TRUST NASDAQ OIL & GAS (FTXN) Institutional Shareholders
FIRST TRUST NASDAQ OIL & GAS (FTXN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $112.36M in FTXN holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FTXN tracked by InsiderSet, reporting ownership valued at approximately $14.72M in its June 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 $17.72M, representing an estimated gain of +20.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed FTXN value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST NASDAQ OIL & GAS (FTXN).
This page ranks the largest institutional FTXN 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
86
Total Reported Value
$112.36M
Largest Holder
Morgan Stanley
Largest Position
$14.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 440,208 | $14,716,160 | $17,723,743 | +$3,007,583 | +20.44% | |
| Lpl Financial Llc | 0.00% | 319,934 | $10,695,395 | $12,881,247 | +$2,185,852 | +20.44% | |
| Wells Fargo & Company/Mn | 0.00% | 319,764 | $10,689,711 | $12,874,402 | +$2,184,691 | +20.44% | |
| Raymond James Financial Inc | 0.00% | 244,013 | $8,157,375 | $9,824,500 | +$1,667,125 | +20.44% | |
| Two Sigma Investments, Lp | 0.01% | 215,996 | $7,220,746 | $8,696,474 | +$1,475,728 | +20.44% | |
| Summit Financial, Llc | 0.08% | 214,781 | $7,180,142 | $8,647,556 | +$1,467,414 | +20.44% | |
| Tower Research Capital Llc (Trc) | 0.11% | 137,341 | $4,591,310 | $5,529,651 | +$938,341 | +20.44% | |
| Truist Financial Corp | 0.00% | 116,846 | $3,906,155 | $4,704,477 | +$798,322 | +20.44% | |
| Benjamin Edwards Inc | 0.03% | 104,626 | $3,497,590 | $4,212,473 | +$714,883 | +20.44% | |
| Royal Bank Of Canada | 0.00% | 94,547 | $3,161,000 | $3,806,670 | +$645,670 | +20.43% | |
| Cetera Investment Advisers | 0.00% | 76,251 | $2,549,055 | $3,070,033 | +$520,978 | +20.44% | |
| Envestnet Asset Management Inc | 0.00% | 75,224 | $2,514,730 | $3,028,684 | +$513,954 | +20.44% | |
| Hrt Financial Lp | 0.00% | 73,582 | $2,459,000 | $2,962,573 | +$503,573 | +20.48% | |
| Wcg Wealth Advisors Llc | 0.06% | 71,704 | $2,397,056 | $2,886,961 | +$489,905 | +20.44% | |
| Citadel Advisors Llc | 0.00% | 63,049 | $2,107,728 | $2,538,491 | +$430,763 | +20.44% | |
| Goldman Sachs Group Inc | 0.00% | 61,282 | $2,048,657 | $2,467,348 | +$418,691 | +20.44% | |
| Susquehanna International Group, Llp | 0.00% | 49,366 | $1,650,305 | $1,987,584 | +$337,279 | +20.44% | |
| Sfi Advisors, Llc | 1.31% | 45,382 | $1,517,120 | $1,827,179 | +$310,059 | +20.44% | |
| Qube Research & Technologies Ltd | 0.00% | 43,192 | $1,443,909 | $1,739,005 | +$295,096 | +20.44% | |
| Flow Traders U.S. Llc | 0.06% | 42,228 | $1,412,000 | $1,700,192 | +$288,192 | +20.41% | |
| Cwm, Llc | 0.00% | 35,624 | $1,375,086 | $1,434,301 | +$59,215 | +4.31% | |
| International Assets Investment Management, Llc | 0.07% | 34,367 | $1,140,973 | $1,383,691 | +$242,718 | +21.27% | |
| Osaic Holdings, Inc. | 0.00% | 29,383 | $982,996 | $1,183,024 | +$200,028 | +20.35% | |
| Quantinno Capital Management Lp | 0.00% | 28,352 | $947,807 | $1,141,514 | +$193,707 | +20.44% | |
| Tudor Financial Inc. | 0.39% | 25,730 | $860,139 | $1,035,946 | +$175,807 | +20.44% | |
| Kestra Advisory Services, Llc | 0.00% | 24,857 | $830,984 | $1,000,798 | +$169,814 | +20.44% | |
| Kovack Advisors, Inc. | 0.04% | 23,585 | $783,068 | $949,584 | +$166,516 | +21.26% | |
| Jpmorgan Chase & Co | 0.00% | 22,043 | $742,657 | $887,500 | +$144,843 | +19.50% | |
| Regal Investment Advisors Llc | 0.04% | 21,959 | $734,090 | $884,118 | +$150,028 | +20.44% | |
| Newedge Advisors, Llc | 0.00% | 18,500 | $618,423 | $744,851 | +$126,428 | +20.44% | |
| Realta Investment Advisors | 0.19% | 18,497 | $618,350 | $744,730 | +$126,380 | +20.44% | |
| Marshall Wace, Llp | 0.00% | 18,148 | $606,688 | $730,678 | +$123,990 | +20.44% | |
| Adamsbrown Wealth Consultants Llc | 0.10% | 16,524 | $552,406 | $665,293 | +$112,887 | +20.44% | |
| Stonex Group Inc. | 0.02% | 15,337 | $520,026 | $617,501 | +$97,475 | +18.74% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 13,716 | $458,545 | $552,236 | +$93,691 | +20.43% | |
| Mml Investors Services, Llc | 0.00% | 12,954 | $433,060 | $521,557 | +$88,497 | +20.44% | |
| Pgim Custom Harvest Llc | 0.01% | 12,835 | $429,057 | $516,765 | +$87,708 | +20.44% | |
| Janney Montgomery Scott Llc | 0.00% | 12,106 | $405,000 | $487,414 | +$82,414 | +20.35% | |
| Rockefeller Capital Management L.P. | 0.00% | 10,544 | $352,509 | $424,525 | +$72,016 | +20.43% | |
| Stifel Financial Corp | 0.00% | 10,176 | $340,185 | $409,708 | +$69,523 | +20.44% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,804 | $327,740 | $394,731 | +$66,991 | +20.44% | |
| Mutual Advisors, Llc | 0.01% | 9,755 | $326,098 | $392,758 | +$66,660 | +20.44% | |
| Harvest Investment Services, Llc | 0.05% | 8,918 | $298,129 | $359,058 | +$60,929 | +20.44% | |
| Davenport & Co Llc | 0.00% | 8,538 | $285,429 | $343,759 | +$58,330 | +20.44% | |
| Concurrent Investment Advisors, Llc | 0.00% | 8,463 | $282,929 | $340,739 | +$57,810 | +20.43% | |
| Mariner, Llc | 0.00% | 8,391 | $280,519 | $337,840 | +$57,321 | +20.43% | |
| U.S. Capital Wealth Advisors, Llc | 0.01% | 7,199 | $277,881 | $289,848 | +$11,967 | +4.31% | |
| Foundations Investment Advisors, Llc | 0.00% | 7,691 | $257,110 | $309,657 | +$52,547 | +20.44% | |
| Arax Advisory Partners | 0.00% | 7,199 | $240,663 | $289,848 | +$49,185 | +20.44% | |
| Beacon Pointe Advisors, Llc | 0.00% | 6,759 | $225,964 | $272,132 | +$46,168 | +20.43% |
Frequently asked questions about FTXN
Who owns the most FTXN stock?
The largest holders of FTXN 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 OIL & GAS (FTXN).
Is FTXN widely held by superinvestors?
Many widely followed stocks like FTXN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTXN 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.