FIRST TRUST NASDAQ BANK ETF (FTXO) Institutional Shareholders
FIRST TRUST NASDAQ BANK ETF (FTXO) 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 $216.47M in FTXO holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FTXO tracked by InsiderSet, reporting ownership valued at approximately $31.44M 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 $30.87M, representing an estimated loss of -1.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed FTXO value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST NASDAQ BANK ETF (FTXO).
This page ranks the largest institutional FTXO 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
123
Total Reported Value
$216.47M
Largest Holder
Lpl Financial Llc
Largest Position
$31.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
135
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 760,600 | $31,435,603 | $30,870,396 | -$565,207 | -1.80% | |
| Morgan Stanley | 0.00% | 683,125 | $28,233,609 | $27,725,926 | -$507,683 | -1.80% | |
| Wells Fargo & Company/Mn | 0.00% | 432,672 | $17,882,345 | $17,560,815 | -$321,530 | -1.80% | |
| Bank Of America Corp | 0.00% | 413,577 | $17,093,137 | $16,785,808 | -$307,329 | -1.80% | |
| Raymond James Financial Inc | 0.00% | 265,877 | $10,988,708 | $10,791,123 | -$197,585 | -1.80% | |
| Ubs Group Ag | 0.00% | 248,339 | $10,263,851 | $10,079,310 | -$184,541 | -1.80% | |
| Envestnet Asset Management Inc | 0.00% | 203,170 | $8,397,005 | $8,246,040 | -$150,965 | -1.80% | |
| Tradewell Securities, Llc. | 2.32% | 156,933 | $6,486,034 | $6,369,424 | -$116,610 | -1.80% | |
| Newedge Advisors, Llc | 0.02% | 154,964 | $6,404,651 | $6,289,508 | -$115,143 | -1.80% | |
| Wagner Wealth Management, Llc | 1.15% | 149,885 | $6,194,760 | $6,083,368 | -$111,392 | -1.80% | |
| Cetera Investment Advisers | 0.00% | 129,362 | $5,346,531 | $5,250,403 | -$96,128 | -1.80% | |
| Daymark Wealth Partners, Llc | 0.12% | 122,082 | $5,045,666 | $4,954,930 | -$90,736 | -1.80% | |
| Oppenheimer & Co Inc | 0.04% | 100,384 | $4,148,871 | $4,074,275 | -$74,596 | -1.80% | |
| Royal Bank Of Canada | 0.00% | 100,141 | $4,138,000 | $4,064,413 | -$73,587 | -1.78% | |
| Pfg Advisors | 0.20% | 98,047 | $4,052,294 | $3,979,424 | -$72,870 | -1.80% | |
| Two Sigma Investments, Lp | 0.00% | 95,800 | $3,959,414 | $3,888,225 | -$71,189 | -1.80% | |
| Janney Montgomery Scott Llc | 0.01% | 83,920 | $3,468,000 | $3,406,053 | -$61,947 | -1.79% | |
| Truist Financial Corp | 0.00% | 81,354 | $3,362,350 | $3,301,907 | -$60,443 | -1.80% | |
| Assetmark, Inc | 0.01% | 81,259 | $3,358,434 | $3,298,051 | -$60,383 | -1.80% | |
| Kestra Advisory Services, Llc | 0.01% | 65,506 | $2,707,351 | $2,658,685 | -$48,666 | -1.80% | |
| Goldman Sachs Group Inc | 0.00% | 53,197 | $2,198,632 | $2,159,101 | -$39,531 | -1.80% | |
| World Investment Advisors | 0.03% | 51,809 | $1,877,925 | $2,102,767 | +$224,842 | +11.97% | |
| Osaic Holdings, Inc. | 0.00% | 40,709 | $1,682,893 | $1,652,252 | -$30,641 | -1.82% | |
| Susquehanna International Group, Llp | 0.00% | 34,213 | $1,414,023 | $1,388,600 | -$25,423 | -1.80% | |
| Prospera Financial Services Inc | 0.02% | 33,967 | $1,403,855 | $1,378,615 | -$25,240 | -1.80% | |
| Ifp Advisors, Inc | 0.02% | 32,378 | $1,338,183 | $1,314,123 | -$24,060 | -1.80% | |
| Nilsine Partners, Llc | 0.09% | 31,843 | $1,316,071 | $1,292,409 | -$23,662 | -1.80% | |
| Hrt Financial Lp | 0.00% | 29,604 | $1,223,000 | $1,201,535 | -$21,465 | -1.76% | |
| D.A. Davidson & Co. | 0.01% | 24,545 | $1,014,445 | $996,205 | -$18,240 | -1.80% | |
| Xtx Topco Ltd | 0.01% | 22,639 | $935,670 | $918,847 | -$16,823 | -1.80% | |
| Gateway Wealth Partners, Llc | 0.05% | 21,947 | $907,068 | $890,761 | -$16,307 | -1.80% | |
| Citadel Advisors Llc | 0.00% | 21,686 | $896,282 | $880,168 | -$16,114 | -1.80% | |
| Snowden Capital Advisors Llc | 0.02% | 21,393 | $884,179 | $868,276 | -$15,903 | -1.80% | |
| Ameriprise Financial Inc | 0.00% | 20,673 | $854,399 | $839,053 | -$15,346 | -1.80% | |
| Stifel Financial Corp | 0.00% | 20,520 | $848,122 | $832,843 | -$15,279 | -1.80% | |
| Bank Of New York Mellon Corp | 0.00% | 18,069 | $746,799 | $733,365 | -$13,434 | -1.80% | |
| Iams Wealth Management, Llc | 0.21% | 16,805 | $694,586 | $682,063 | -$12,523 | -1.80% | |
| Hbw Advisory Services Llc | 0.06% | 16,611 | $686,542 | $674,189 | -$12,353 | -1.80% | |
| Atria Investments, Inc | 0.01% | 15,902 | $657,217 | $645,413 | -$11,804 | -1.80% | |
| Holistic Financial Partners | 0.38% | 15,012 | $620,446 | $609,291 | -$11,155 | -1.80% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,629 | $604,620 | $593,746 | -$10,874 | -1.80% | |
| Newedge Wealth, Llc | 0.01% | 14,119 | $583,556 | $573,046 | -$10,510 | -1.80% | |
| Equitable Holdings, Inc. | 0.00% | 13,228 | $546,727 | $536,884 | -$9,843 | -1.80% | |
| Park Avenue Securities Llc | 0.00% | 12,818 | $530,000 | $520,243 | -$9,757 | -1.84% | |
| Benjamin Edwards Inc | 0.00% | 12,070 | $498,804 | $489,884 | -$8,920 | -1.79% | |
| Jpmorgan Chase & Co | 0.00% | 11,741 | $488,425 | $476,531 | -$11,894 | -2.44% | |
| Oneascent Financial Services Llc | 0.02% | 11,726 | $484,636 | $475,922 | -$8,714 | -1.80% | |
| Englebert Financial Advisers, Llc | 0.41% | 9,941 | $410,862 | $403,474 | -$7,388 | -1.80% | |
| Stephens Inc | 0.00% | 9,754 | $403,136 | $395,885 | -$7,251 | -1.80% | |
| International Assets Investment Management, Llc | 0.02% | 8,964 | $377,551 | $363,821 | -$13,730 | -3.64% |
Frequently asked questions about FTXO
Who owns the most FTXO stock?
The largest holders of FTXO 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 BANK ETF (FTXO).
Is FTXO widely held by superinvestors?
Many widely followed stocks like FTXO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTXO 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.