FIRST TRUST NASDAQ OIL & GAS (FTXN) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $121.40M 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 $27.37M 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 $24.20M, representing an estimated loss of -11.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed FTXN value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, 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
80
Total Reported Value
$121.40M
Largest Holder
Morgan Stanley
Largest Position
$27.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
90
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% | 709,050 | $27,369,362 | $24,197,466 | -$3,171,896 | -11.59% | |
| Wells Fargo & Company/Mn | 0.00% | 624,506 | $24,105,925 | $21,312,266 | -$2,793,659 | -11.59% | |
| Lpl Financial Llc | 0.00% | 306,410 | $11,827,428 | $10,456,732 | -$1,370,696 | -11.59% | |
| Newsquare Capital Llc | 0.69% | 206,005 | $7,951,793 | $7,030,250 | -$921,543 | -11.59% | |
| Raymond James Financial Inc | 0.00% | 119,039 | $4,594,908 | $4,062,396 | -$532,512 | -11.59% | |
| Bnp Paribas Financial Markets | 0.00% | 100,000 | $3,860,000 | $3,412,660 | -$447,340 | -11.59% | |
| Truist Financial Corp | 0.01% | 97,590 | $3,766,971 | $3,330,415 | -$436,556 | -11.59% | |
| Cetera Investment Advisers | 0.00% | 83,068 | $3,206,437 | $2,834,828 | -$371,609 | -11.59% | |
| Wcg Wealth Advisors Llc | 0.08% | 71,778 | $2,770,616 | $2,449,539 | -$321,077 | -11.59% | |
| Osaic Holdings, Inc. | 0.00% | 71,020 | $2,742,136 | $2,423,671 | -$318,465 | -11.61% | |
| Envestnet Asset Management Inc | 0.00% | 59,013 | $2,277,918 | $2,013,913 | -$264,005 | -11.59% | |
| Independent Advisor Alliance | 0.02% | 51,595 | $1,991,569 | $1,760,762 | -$230,807 | -11.59% | |
| Commonwealth Equity Services, Llc | 0.00% | 49,520 | $1,911,480 | $1,689,949 | -$221,531 | -11.59% | |
| Sfi Advisors, Llc | 1.85% | 45,597 | $1,760,044 | $1,556,071 | -$203,973 | -11.59% | |
| Level Four Advisory Services, Llc | 0.05% | 36,035 | $1,390,951 | $1,229,752 | -$161,199 | -11.59% | |
| Cwm, Llc | 0.00% | 35,624 | $1,375,086 | $1,215,726 | -$159,360 | -11.59% | |
| International Assets Investment Management, Llc | 0.09% | 35,605 | $1,328,769 | $1,215,078 | -$113,691 | -8.56% | |
| Benjamin Edwards Inc | 0.01% | 30,920 | $1,194,043 | $1,055,194 | -$138,849 | -11.63% | |
| Nilsine Partners, Llc | 0.09% | 32,061 | $1,156,415 | $1,094,133 | -$62,282 | -5.39% | |
| Oppenheimer & Co Inc | 0.01% | 29,426 | $1,135,844 | $1,004,209 | -$131,635 | -11.59% | |
| Susquehanna International Group, Llp | 0.00% | 27,862 | $1,075,473 | $950,835 | -$124,638 | -11.59% | |
| Kestra Advisory Services, Llc | 0.00% | 25,369 | $979,258 | $865,758 | -$113,500 | -11.59% | |
| Quantinno Capital Management Lp | 0.00% | 23,220 | $896,292 | $792,420 | -$103,872 | -11.59% | |
| Stifel Financial Corp | 0.00% | 21,952 | $847,342 | $749,147 | -$98,195 | -11.59% | |
| Royal Bank Of Canada | 0.00% | 21,798 | $841,000 | $743,892 | -$97,108 | -11.55% | |
| Adamsbrown Wealth Consultants Llc | 0.17% | 16,180 | $624,552 | $552,168 | -$72,384 | -11.59% | |
| Goldman Sachs Group Inc | 0.00% | 15,727 | $607,062 | $536,709 | -$70,353 | -11.59% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 13,707 | $529,116 | $467,773 | -$61,343 | -11.59% | |
| Pgim Custom Harvest Llc | 0.01% | 13,534 | $522,412 | $461,869 | -$60,543 | -11.59% | |
| Citadel Advisors Llc | 0.00% | 12,467 | $481,226 | $425,456 | -$55,770 | -11.59% | |
| Mml Investors Services, Llc | 0.00% | 11,289 | $435,742 | $385,255 | -$50,487 | -11.59% | |
| Concurrent Investment Advisors, Llc | 0.00% | 11,102 | $428,523 | $378,874 | -$49,649 | -11.59% | |
| Mutual Advisors, Llc | 0.01% | 10,822 | $417,724 | $369,318 | -$48,406 | -11.59% | |
| Rockefeller Capital Management L.P. | 0.00% | 9,792 | $377,988 | $334,168 | -$43,820 | -11.59% | |
| Hfg Advisors, Inc. | 0.25% | 9,271 | $357,861 | $316,388 | -$41,473 | -11.59% | |
| Regal Investment Advisors Llc | 0.02% | 9,200 | $355,120 | $313,965 | -$41,155 | -11.59% | |
| Davenport & Co Llc | 0.00% | 8,538 | $329,572 | $291,373 | -$38,199 | -11.59% | |
| Mariner, Llc | 0.00% | 8,391 | $326,347 | $286,356 | -$39,991 | -12.25% | |
| Harvest Investment Services, Llc | 0.06% | 8,350 | $322,310 | $284,957 | -$37,353 | -11.59% | |
| Gts Securities Llc | 0.01% | 8,100 | $312,660 | $276,425 | -$36,235 | -11.59% | |
| U.S. Capital Wealth Advisors, Llc | 0.01% | 7,199 | $277,881 | $245,677 | -$32,204 | -11.59% | |
| Parallel Advisors, Llc | 0.00% | 6,538 | $252,367 | $223,120 | -$29,247 | -11.59% | |
| Mgo One Seven Llc | 0.00% | 6,226 | $240,324 | $212,472 | -$27,852 | -11.59% | |
| Kestra Private Wealth Services, Llc | 0.00% | 6,107 | $235,748 | $208,411 | -$27,337 | -11.60% | |
| Activest Wealth Management | 0.04% | 5,524 | $213,240 | $188,515 | -$24,725 | -11.59% | |
| Element Wealth, Llc | 0.09% | 5,493 | $212,030 | $187,457 | -$24,573 | -11.59% | |
| Marshall Wace, Llp | 0.00% | 5,474 | $211,296 | $186,809 | -$24,487 | -11.59% | |
| Harbour Investments, Inc. | 0.00% | 4,095 | $158,092 | $139,748 | -$18,344 | -11.60% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,393 | $130,970 | $115,792 | -$15,178 | -11.59% | |
| Geneos Wealth Management Inc. | 0.00% | 2,640 | $101,904 | $90,094 | -$11,810 | -11.59% |
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.