FTXN Institutional Ownership & Shareholders
FIRST TRUST NASDAQ OIL & GAS (FTXN) is currently held by 89 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $118.75M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $18.26M, representing an estimated gain of +24.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% 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
89
Total Reported Value
$118.75M
Largest Holder
Morgan Stanley
Largest Position
$14.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
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 | $18,258,595 | +$3,542,435 | +24.07% | |
| Lpl Financial Llc | 0.00% | 319,934 | $10,695,395 | $13,269,967 | +$2,574,572 | +24.07% | |
| Wells Fargo & Company/Mn | 0.00% | 319,764 | $10,689,711 | $13,262,915 | +$2,573,204 | +24.07% | |
| Raymond James Financial Inc | 0.00% | 244,013 | $8,157,375 | $10,120,976 | +$1,963,601 | +24.07% | |
| Two Sigma Investments, Lp | 0.01% | 215,996 | $7,220,746 | $8,958,909 | +$1,738,163 | +24.07% | |
| Summit Financial, Llc | 0.08% | 214,781 | $7,180,142 | $8,908,514 | +$1,728,372 | +24.07% | |
| Tower Research Capital Llc (Trc) | 0.11% | 137,341 | $4,591,310 | $5,696,520 | +$1,105,210 | +24.07% | |
| Truist Financial Corp | 0.01% | 116,725 | $4,433,225 | $4,841,426 | +$408,201 | +9.21% | |
| Benjamin Edwards Inc | 0.03% | 104,626 | $3,497,590 | $4,339,594 | +$842,004 | +24.07% | |
| Royal Bank Of Canada | 0.00% | 94,547 | $3,161,000 | $3,921,545 | +$760,545 | +24.06% | |
| Cetera Investment Advisers | 0.00% | 76,251 | $2,549,055 | $3,162,678 | +$613,623 | +24.07% | |
| Envestnet Asset Management Inc | 0.00% | 75,224 | $2,514,730 | $3,120,081 | +$605,351 | +24.07% | |
| Hrt Financial Lp | 0.00% | 73,582 | $2,459,000 | $3,051,975 | +$592,975 | +24.11% | |
| Wcg Wealth Advisors Llc | 0.06% | 71,704 | $2,397,056 | $2,974,081 | +$577,025 | +24.07% | |
| Triagen Wealth Management Llc | 0.58% | 62,934 | $2,390,216 | $2,610,326 | +$220,110 | +9.21% | |
| Citadel Advisors Llc | 0.00% | 63,049 | $2,107,728 | $2,615,096 | +$507,368 | +24.07% | |
| Goldman Sachs Group Inc | 0.00% | 61,282 | $2,048,657 | $2,541,806 | +$493,149 | +24.07% | |
| Sfi Advisors, Llc | 1.41% | 45,220 | $1,717,456 | $1,875,599 | +$158,143 | +9.21% | |
| Susquehanna International Group, Llp | 0.00% | 49,366 | $1,650,305 | $2,047,563 | +$397,258 | +24.07% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 36,494 | $1,488,897 | $1,513,669 | +$24,772 | +1.66% | |
| Qube Research & Technologies Ltd | 0.00% | 43,192 | $1,443,909 | $1,791,483 | +$347,574 | +24.07% | |
| Flow Traders U.S. Llc | 0.06% | 42,228 | $1,412,000 | $1,751,499 | +$339,499 | +24.04% | |
| Cwm, Llc | 0.00% | 35,624 | $1,375,086 | $1,477,584 | +$102,498 | +7.45% | |
| International Assets Investment Management, Llc | 0.08% | 34,167 | $1,331,185 | $1,417,151 | +$85,966 | +6.46% | |
| Kestra Advisory Services, Llc | 0.00% | 26,303 | $998,977 | $1,090,975 | +$91,998 | +9.21% | |
| Osaic Holdings, Inc. | 0.00% | 29,383 | $982,996 | $1,218,725 | +$235,729 | +23.98% | |
| Quantinno Capital Management Lp | 0.00% | 28,352 | $947,807 | $1,175,962 | +$228,155 | +24.07% | |
| Tudor Financial Inc. | 0.39% | 25,730 | $860,139 | $1,067,208 | +$207,069 | +24.07% | |
| Kovack Advisors, Inc. | 0.04% | 23,585 | $783,068 | $978,240 | +$195,172 | +24.92% | |
| Jpmorgan Chase & Co | 0.00% | 22,043 | $742,657 | $914,282 | +$171,625 | +23.11% | |
| Regal Investment Advisors Llc | 0.04% | 21,959 | $734,090 | $910,798 | +$176,708 | +24.07% | |
| Minichmacgregor Wealth Management, Llc | 0.11% | 17,948 | $681,665 | $744,433 | +$62,768 | +9.21% | |
| Concurrent Investment Advisors, Llc | 0.00% | 16,938 | $643,309 | $702,541 | +$59,232 | +9.21% | |
| Adamsbrown Wealth Consultants Llc | 0.12% | 16,630 | $631,608 | $689,766 | +$58,158 | +9.21% | |
| Englebert Financial Advisers, Llc | 0.61% | 16,317 | $619,704 | $676,783 | +$57,079 | +9.21% | |
| Newedge Advisors, Llc | 0.00% | 18,500 | $618,423 | $767,328 | +$148,905 | +24.08% | |
| Marshall Wace, Llp | 0.00% | 18,148 | $606,688 | $752,728 | +$146,040 | +24.07% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 13,716 | $458,545 | $568,901 | +$110,356 | +24.07% | |
| Mml Investors Services, Llc | 0.00% | 12,954 | $433,060 | $537,296 | +$104,236 | +24.07% | |
| Pgim Custom Harvest Llc | 0.01% | 12,835 | $429,057 | $532,360 | +$103,303 | +24.08% | |
| Janney Montgomery Scott Llc | 0.00% | 12,106 | $405,000 | $502,123 | +$97,123 | +23.98% | |
| Parallel Advisors, Llc | 0.01% | 10,494 | $398,562 | $435,262 | +$36,700 | +9.21% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,868 | $374,790 | $409,297 | +$34,507 | +9.21% | |
| Rockefeller Capital Management L.P. | 0.00% | 10,544 | $352,509 | $437,336 | +$84,827 | +24.06% | |
| Claro Advisors Inc. | 0.03% | 9,120 | $346,378 | $378,272 | +$31,894 | +9.21% | |
| Stifel Financial Corp | 0.00% | 10,176 | $340,185 | $422,072 | +$81,887 | +24.07% | |
| Mutual Advisors, Llc | 0.01% | 9,755 | $326,098 | $404,610 | +$78,512 | +24.08% | |
| Harvest Investment Services, Llc | 0.05% | 8,918 | $298,129 | $369,894 | +$71,765 | +24.07% | |
| Mariner, Llc | 0.00% | 8,391 | $280,519 | $348,035 | +$67,516 | +24.07% | |
| U.S. Capital Wealth Advisors, Llc | 0.01% | 7,199 | $277,881 | $298,594 | +$20,713 | +7.45% |
Frequently asked questions about FTXN
Who are the largest institutional holders of FTXN?
The largest institutional holders of FTXN reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, Raymond James Financial Inc, and Two Sigma Investments, Lp. InsiderSet ranks institutional holders by their latest reported FTXN position.
What is FTXN institutional ownership?
This page tracks FTXN positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST NASDAQ OIL & GAS (FTXN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTXN?
InsiderSet currently tracks 89 institutional managers reporting FTXN 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 FTXN shareholders.
How much FTXN stock do institutions own?
Institutional investment managers disclosed approximately $118.75M in FTXN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTXN institutional ownership last updated?
The latest FTXN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 FTXN 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 FTXN position after the reporting date.
Are institutions buying or selling FTXN?
Institutional buying and selling can be analyzed by comparing FTXN positions across consecutive 13F reporting periods. InsiderSet's FTXN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTXN ownership changes.
How has FTXN institutional ownership changed over time?
InsiderSet tracks FTXN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.