FTXO Institutional Ownership & Shareholders
FIRST TRUST NASDAQ BANK ETF (FTXO) is currently held by 113 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $211.94M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $30.17M, representing an estimated loss of -4.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% 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
113
Total Reported Value
$211.94M
Largest Holder
Lpl Financial Llc
Largest Position
$31.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
2
| 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 | $30,173,002 | -$1,262,601 | -4.02% | |
| Morgan Stanley | 0.00% | 683,125 | $28,233,609 | $27,099,569 | -$1,134,040 | -4.02% | |
| Wells Fargo & Company/Mn | 0.00% | 432,672 | $17,882,345 | $17,164,098 | -$718,247 | -4.02% | |
| Bank Of America Corp | 0.00% | 413,577 | $17,093,137 | $16,406,600 | -$686,537 | -4.02% | |
| Raymond James Financial Inc | 0.00% | 265,877 | $10,988,708 | $10,547,341 | -$441,367 | -4.02% | |
| Ubs Group Ag | 0.00% | 248,339 | $10,263,851 | $9,851,608 | -$412,243 | -4.02% | |
| Envestnet Asset Management Inc | 0.00% | 203,170 | $8,397,005 | $8,059,754 | -$337,251 | -4.02% | |
| Newedge Advisors, Llc | 0.02% | 154,964 | $6,404,651 | $6,147,422 | -$257,229 | -4.02% | |
| Tradewell Securities, Llc. | 1.99% | 152,007 | $5,882,668 | $6,030,118 | +$147,450 | +2.51% | |
| Wagner Wealth Management, Llc | 1.02% | 150,506 | $5,824,573 | $5,970,573 | +$146,000 | +2.51% | |
| Oppenheimer & Co Inc | 0.06% | 146,924 | $5,685,959 | $5,828,475 | +$142,516 | +2.51% | |
| Cetera Investment Advisers | 0.00% | 129,362 | $5,346,531 | $5,131,791 | -$214,740 | -4.02% | |
| Daymark Wealth Partners, Llc | 0.12% | 122,082 | $5,045,666 | $4,842,993 | -$202,673 | -4.02% | |
| Pfg Advisors | 0.21% | 107,365 | $4,155,006 | $4,259,170 | +$104,164 | +2.51% | |
| Royal Bank Of Canada | 0.00% | 100,141 | $4,138,000 | $3,972,593 | -$165,407 | -4.00% | |
| Two Sigma Investments, Lp | 0.00% | 95,800 | $3,959,414 | $3,800,386 | -$159,028 | -4.02% | |
| Janney Montgomery Scott Llc | 0.01% | 83,920 | $3,468,000 | $3,329,106 | -$138,894 | -4.01% | |
| Truist Financial Corp | 0.00% | 89,240 | $3,453,598 | $3,540,151 | +$86,553 | +2.51% | |
| Kestra Advisory Services, Llc | 0.01% | 65,506 | $2,707,351 | $2,598,623 | -$108,728 | -4.02% | |
| Goldman Sachs Group Inc | 0.00% | 53,197 | $2,198,632 | $2,110,325 | -$88,307 | -4.02% | |
| World Investment Advisors | 0.03% | 51,809 | $1,877,925 | $2,055,263 | +$177,338 | +9.44% | |
| Osaic Holdings, Inc. | 0.00% | 40,709 | $1,682,893 | $1,614,926 | -$67,967 | -4.04% | |
| Susquehanna International Group, Llp | 0.00% | 34,213 | $1,414,023 | $1,357,230 | -$56,793 | -4.02% | |
| Prospera Financial Services Inc | 0.02% | 33,967 | $1,403,855 | $1,347,471 | -$56,384 | -4.02% | |
| Nilsine Partners, Llc | 0.09% | 31,843 | $1,316,071 | $1,263,212 | -$52,859 | -4.02% | |
| Hrt Financial Lp | 0.00% | 29,604 | $1,223,000 | $1,174,391 | -$48,609 | -3.97% | |
| Ifp Advisors, Inc | 0.02% | 29,312 | $1,134,374 | $1,162,807 | +$28,433 | +2.51% | |
| D.A. Davidson & Co. | 0.01% | 26,555 | $1,027,679 | $1,053,437 | +$25,758 | +2.51% | |
| Signature Equity Partners, Llc | 0.34% | 24,950 | $965,584 | $989,767 | +$24,183 | +2.50% | |
| Xtx Topco Ltd | 0.01% | 22,639 | $935,670 | $898,089 | -$37,581 | -4.02% | |
| Gateway Wealth Partners, Llc | 0.05% | 21,947 | $907,068 | $870,637 | -$36,431 | -4.02% | |
| Citadel Advisors Llc | 0.00% | 21,686 | $896,282 | $860,284 | -$35,998 | -4.02% | |
| Snowden Capital Advisors Llc | 0.02% | 21,393 | $884,179 | $848,660 | -$35,519 | -4.02% | |
| Ameriprise Financial Inc | 0.00% | 20,673 | $854,399 | $820,098 | -$34,301 | -4.01% | |
| Stifel Financial Corp | 0.00% | 20,520 | $848,122 | $814,028 | -$34,094 | -4.02% | |
| Bank Of New York Mellon Corp | 0.00% | 18,069 | $746,799 | $716,797 | -$30,002 | -4.02% | |
| Holistic Financial Partners | 0.38% | 15,012 | $620,446 | $595,526 | -$24,920 | -4.02% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,629 | $604,620 | $580,332 | -$24,288 | -4.02% | |
| Newedge Wealth, Llc | 0.01% | 14,119 | $583,556 | $560,101 | -$23,455 | -4.02% | |
| Equitable Holdings, Inc. | 0.00% | 13,228 | $546,727 | $524,755 | -$21,972 | -4.02% | |
| Benjamin Edwards Inc | 0.00% | 12,070 | $498,804 | $478,817 | -$19,987 | -4.01% | |
| Jpmorgan Chase & Co | 0.00% | 11,741 | $488,425 | $465,765 | -$22,660 | -4.64% | |
| Oneascent Financial Services Llc | 0.02% | 11,726 | $484,636 | $465,170 | -$19,466 | -4.02% | |
| Assetmark, Inc | 0.00% | 12,055 | $466,529 | $478,222 | +$11,693 | +2.51% | |
| Stephens Inc | 0.00% | 9,754 | $403,136 | $386,941 | -$16,195 | -4.02% | |
| Harbour Investments, Inc. | 0.01% | 9,035 | $373,417 | $358,418 | -$14,999 | -4.02% | |
| Sanctuary Advisors, Llc | 0.00% | 8,884 | $367,183 | $352,428 | -$14,755 | -4.02% | |
| International Assets Investment Management, Llc | 0.02% | 14,771 | $365,049 | $585,966 | +$220,917 | +60.52% | |
| Beto Financial Group, Llc | 0.18% | 8,082 | $339,818 | $320,613 | -$19,205 | -5.65% | |
| Pursue Wealth Partners Llc | 0.17% | 7,361 | $304,230 | $292,011 | -$12,219 | -4.02% |
Frequently asked questions about FTXO
Who are the largest institutional holders of FTXO?
The largest institutional holders of FTXO reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Wells Fargo & Company/Mn, Bank Of America Corp, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported FTXO position.
What is FTXO institutional ownership?
This page tracks FTXO positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST NASDAQ BANK ETF (FTXO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTXO?
InsiderSet currently tracks 113 institutional managers reporting FTXO 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 FTXO shareholders.
How much FTXO stock do institutions own?
Institutional investment managers disclosed approximately $211.94M in FTXO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTXO institutional ownership last updated?
The latest FTXO 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 FTXO 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 FTXO position after the reporting date.
Are institutions buying or selling FTXO?
Institutional buying and selling can be analyzed by comparing FTXO positions across consecutive 13F reporting periods. InsiderSet's FTXO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTXO ownership changes.
How has FTXO institutional ownership changed over time?
InsiderSet tracks FTXO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.