FIRST TRUST NASDAQ OIL & GAS (FTXN) Institutional Ownership Changes & 13F Activity
FIRST TRUST NASDAQ OIL & GAS (FTXN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Morgan Stanley, Osaic Holdings, Inc., Bnp Paribas Financial Markets, and Independent Advisor Alliance.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +531,404 | +570.8% | 624,506 | $24.11M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +236 | — | 236 | $9.12K | Q1 2026 | May 19, 2026 |
| Centaurus Financial, Inc. | Sell | -3,796 | -33.3% | 7,601 | $293.00K | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Buy | +232,292 | +48.7% | 709,050 | $27.37M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -143,021 | -66.8% | 71,020 | $2.74M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +19,656 | +239.5% | 27,862 | $1.08M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -13,666 | -38.5% | 21,798 | $841.00K | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -9,260 | -42.6% | 12,467 | $481.23K | Q1 2026 | May 15, 2026 |
| Marshall Wace, Llp | Buy | +5,474 | — | 5,474 | $211.30K | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -3,153 | -16.7% | 15,727 | $607.06K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +961 | +30.7% | 4,095 | $158.09K | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management Lp | Sell | -800 | -3.3% | 23,220 | $896.29K | Q1 2026 | May 15, 2026 |
| Harvest Investment Services, Llc | Buy | +35 | +0.4% | 8,350 | $322.31K | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -1 | -6.3% | 15 | $599.00 | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +37,370 | +45.8% | 119,039 | $4.59M | Q1 2026 | May 14, 2026 |
| Level Four Advisory Services, Llc | Buy | +36,035 | — | 36,035 | $1.39M | Q1 2026 | May 14, 2026 |
| Mgo One Seven Llc | Buy | +6,226 | — | 6,226 | $240.32K | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Sell | -3,259 | -8.4% | 35,624 | $1.38M | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors Llc | Sell | -310 | -3.3% | 9,200 | $355.12K | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +32 | +0.3% | 9,792 | $377.99K | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Sell | -25,086 | -23.2% | 83,068 | $3.21M | Q1 2026 | May 13, 2026 |
| Pgim Custom Harvest Llc | Sell | -2,519 | -15.7% | 13,534 | $522.41K | Q1 2026 | May 13, 2026 |
| Mariner, Llc | Sell | -971 | -10.4% | 8,391 | $326.35K | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, Llc | Buy | +335 | — | 335 | $12.93K | Q1 2026 | May 13, 2026 |
| Bank Of Montreal | Buy | +138 | +21.9% | 767 | $29.61K | Q1 2026 | May 13, 2026 |
| Bnp Paribas Financial Markets | Buy | +100,000 | — | 100,000 | $3.86M | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | Buy | +51,595 | — | 51,595 | $1.99M | Q1 2026 | May 12, 2026 |
| Benjamin Edwards Inc | Buy | +30,920 | — | 30,920 | $1.19M | Q1 2026 | May 12, 2026 |
| Stifel Financial Corp | Buy | +11,863 | +117.6% | 21,952 | $847.34K | Q1 2026 | May 12, 2026 |
| Wcg Wealth Advisors Llc | Buy | +75 | +0.1% | 71,778 | $2.77M | Q1 2026 | May 12, 2026 |
Frequently asked questions about FTXN activity
Which institutional owners are buying FTXN?
Institutional owners buying FTXN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FTXN activity?
"Buy" means an investor increased their reported position in FTXN compared to the prior reporting period. This reflects growing exposure to FIRST TRUST NASDAQ OIL & GAS (FTXN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FTXN increasing?
Institutional interest in FTXN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.