FIRST TRUST NASDAQ BANK ETF (FTXO) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $230.71M in FTXO holdings during the latest filing period.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of FTXO tracked by InsiderSet, reporting ownership valued at approximately $30.67M 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 $34.34M, representing an estimated gain of +11.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed FTXO value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Lpl Financial Llc, Morgan Stanley, 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
121
Total Reported Value
$230.71M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$30.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
136
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.01% | 847,949 | $30,670,327 | $34,341,935 | +$3,671,608 | +11.97% | |
| Lpl Financial Llc | 0.01% | 698,952 | $25,281,092 | $28,307,556 | +$3,026,464 | +11.97% | |
| Morgan Stanley | 0.00% | 608,387 | $22,005,413 | $24,639,674 | +$2,634,261 | +11.97% | |
| Two Sigma Investments, Lp | 0.01% | 372,500 | $13,473,325 | $15,086,250 | +$1,612,925 | +11.97% | |
| Royal Bank Of Canada | 0.00% | 297,436 | $10,758,000 | $12,046,158 | +$1,288,158 | +11.97% | |
| Bank Of America Corp | 0.00% | 288,154 | $10,422,521 | $11,670,237 | +$1,247,716 | +11.97% | |
| Raymond James Financial Inc | 0.00% | 282,990 | $10,235,765 | $11,461,095 | +$1,225,330 | +11.97% | |
| Ubs Group Ag | 0.00% | 220,098 | $7,960,945 | $8,913,969 | +$953,024 | +11.97% | |
| Envestnet Asset Management Inc | 0.00% | 202,219 | $7,314,254 | $8,189,870 | +$875,616 | +11.97% | |
| Tradewell Securities, Llc. | 2.56% | 168,177 | $6,082,963 | $6,811,169 | +$728,206 | +11.97% | |
| Ameriprise Financial Inc | 0.00% | 159,143 | $5,757,486 | $6,445,292 | +$687,806 | +11.95% | |
| Arkadios Wealth Advisors | 0.09% | 157,712 | $5,704,447 | $6,387,336 | +$682,889 | +11.97% | |
| Wagner Wealth Management, Llc | 1.15% | 157,014 | $5,679,213 | $6,359,067 | +$679,854 | +11.97% | |
| Daymark Wealth Partners, Llc | 0.15% | 129,645 | $4,689,260 | $5,250,623 | +$561,363 | +11.97% | |
| Cetera Investment Advisers | 0.00% | 129,152 | $4,671,414 | $5,230,656 | +$559,242 | +11.97% | |
| Goldman Sachs Group Inc | 0.00% | 107,075 | $3,872,903 | $4,336,538 | +$463,635 | +11.97% | |
| Tower Research Capital Llc (Trc) | 0.09% | 99,522 | $3,599,711 | $4,030,641 | +$430,930 | +11.97% | |
| Truist Financial Corp | 0.00% | 91,120 | $3,295,828 | $3,690,360 | +$394,532 | +11.97% | |
| Oppenheimer & Co Inc | 0.04% | 89,590 | $3,240,470 | $3,628,395 | +$387,925 | +11.97% | |
| Pfg Advisors | 0.15% | 87,691 | $3,171,778 | $3,551,486 | +$379,708 | +11.97% | |
| Assetmark, Inc | 0.01% | 79,860 | $2,888,536 | $3,234,330 | +$345,794 | +11.97% | |
| Susquehanna International Group, Llp | 0.00% | 78,411 | $2,836,126 | $3,175,646 | +$339,520 | +11.97% | |
| Citadel Advisors Llc | 0.00% | 72,593 | $2,625,689 | $2,940,017 | +$314,328 | +11.97% | |
| Benjamin Edwards Inc | 0.03% | 70,306 | $2,542,864 | $2,847,393 | +$304,529 | +11.98% | |
| Kestra Advisory Services, Llc | 0.01% | 62,695 | $2,267,694 | $2,539,148 | +$271,454 | +11.97% | |
| World Investment Advisors | 0.03% | 51,789 | $1,873,208 | $2,097,455 | +$224,247 | +11.97% | |
| Nilsine Partners, Llc | 0.14% | 46,480 | $1,810,484 | $1,882,440 | +$71,956 | +3.97% | |
| Cyndeo Wealth Partners, Llc | 0.08% | 41,649 | $1,506,446 | $1,686,785 | +$180,339 | +11.97% | |
| Osaic Holdings, Inc. | 0.00% | 39,027 | $1,411,663 | $1,580,594 | +$168,931 | +11.97% | |
| Gateway Wealth Partners, Llc | 0.05% | 37,962 | $1,373,068 | $1,537,461 | +$164,393 | +11.97% | |
| Prospera Financial Services Inc | 0.02% | 34,741 | $1,256,576 | $1,407,011 | +$150,435 | +11.97% | |
| Jane Street Group, Llc | 0.00% | 33,376 | $1,207,210 | $1,351,728 | +$144,518 | +11.97% | |
| Holistic Financial Partners | 0.44% | 32,683 | $1,182,132 | $1,323,662 | +$141,530 | +11.97% | |
| Ifp Advisors, Inc | 0.02% | 31,673 | $1,145,612 | $1,282,757 | +$137,145 | +11.97% | |
| Englebert Financial Advisers, Llc | 1.09% | 26,438 | $956,262 | $1,070,739 | +$114,477 | +11.97% | |
| D.A. Davidson & Co. | 0.00% | 22,046 | $797,404 | $892,863 | +$95,459 | +11.97% | |
| Snowden Capital Advisors Llc | 0.02% | 21,742 | $786,426 | $880,551 | +$94,125 | +11.97% | |
| Bank Of New York Mellon Corp | 0.00% | 19,152 | $692,717 | $775,656 | +$82,939 | +11.97% | |
| Newedge Advisors, Llc | 0.03% | 135,378 | $664,235 | $5,482,809 | +$4,818,574 | +725.43% | |
| Iams Wealth Management, Llc | 0.23% | 18,302 | $661,991 | $741,231 | +$79,240 | +11.97% | |
| Newedge Wealth, Llc | 0.01% | 18,154 | $656,641 | $735,237 | +$78,596 | +11.97% | |
| Ae Wealth Management Llc | 0.00% | 17,916 | $648,005 | $725,598 | +$77,593 | +11.97% | |
| Stifel Financial Corp | 0.00% | 17,870 | $646,360 | $723,735 | +$77,375 | +11.97% | |
| Hbw Advisory Services Llc | 0.06% | 16,277 | $588,738 | $659,219 | +$70,481 | +11.97% | |
| Xtx Topco Ltd | 0.01% | 16,193 | $585,701 | $655,817 | +$70,116 | +11.97% | |
| Atria Investments, Inc | 0.01% | 15,978 | $577,937 | $647,109 | +$69,172 | +11.97% | |
| Commonwealth Equity Services, Llc | 0.00% | 15,280 | $552,680 | $618,840 | +$66,160 | +11.97% | |
| D. E. Shaw & Co., Inc. | 0.00% | 14,443 | $522,403 | $584,942 | +$62,539 | +11.97% | |
| Equitable Holdings, Inc. | 0.00% | 13,227 | $499,832 | $535,694 | +$35,862 | +7.17% | |
| Oneascent Financial Services Llc | 0.02% | 11,690 | $422,827 | $473,445 | +$50,618 | +11.97% |
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.