FTXR Institutional Ownership & Shareholders
FIRST TRUST NASDAQ TRANSPORT (FTXR) is currently held by 62 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.04B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
First Trust Advisors Lp is currently the largest disclosed institutional shareholder of FTXR tracked by InsiderSet, reporting ownership valued at approximately $800.81M 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 $753.15M, representing an estimated loss of -5.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed FTXR value among the investors covered in this analysis. Major shareholders include First Trust Advisors Lp, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST NASDAQ TRANSPORT (FTXR).
This page ranks the largest institutional FTXR 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
62
Total Reported Value
$1.04B
Largest Holder
First Trust Advisors Lp
Largest Position
$800.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| First Trust Advisors Lp | 0.47% | 17,572,217 | $800,808,102 | $753,145,221 | -$47,662,881 | -5.95% | |
| Morgan Stanley | 0.00% | 662,918 | $30,210,805 | $28,412,665 | -$1,798,140 | -5.95% | |
| Wells Fargo & Company/Mn | 0.01% | 639,362 | $29,137,245 | $27,403,055 | -$1,734,190 | -5.95% | |
| Nilsine Partners, Llc | 1.33% | 466,441 | $19,010,223 | $19,991,661 | +$981,438 | +5.16% | |
| Newedge Advisors, Llc | 0.06% | 408,346 | $18,609,287 | $17,501,710 | -$1,107,577 | -5.95% | |
| Advisory Services Network, Llc | 0.19% | 371,415 | $16,926,294 | $15,918,847 | -$1,007,447 | -5.95% | |
| &Partners | 0.07% | 370,720 | $16,860,361 | $15,889,059 | -$971,302 | -5.76% | |
| Raymond James Financial Inc | 0.00% | 291,017 | $13,262,342 | $12,472,989 | -$789,353 | -5.95% | |
| Newsquare Capital Llc | 0.84% | 249,056 | $11,350,080 | $10,674,540 | -$675,540 | -5.95% | |
| Lpl Financial Llc | 0.00% | 241,475 | $11,004,591 | $10,349,619 | -$654,973 | -5.95% | |
| Royal Bank Of Canada | 0.00% | 203,378 | $9,268,000 | $8,716,781 | -$551,219 | -5.95% | |
| Summit Financial, Llc | 0.09% | 189,165 | $8,620,713 | $8,107,612 | -$513,101 | -5.95% | |
| Benjamin Edwards Inc | 0.06% | 150,159 | $6,842,944 | $6,435,815 | -$407,129 | -5.95% | |
| Goldman Sachs Group Inc | 0.00% | 113,905 | $5,190,924 | $4,881,968 | -$308,956 | -5.95% | |
| Truist Financial Corp | 0.00% | 93,312 | $3,803,007 | $3,999,352 | +$196,345 | +5.16% | |
| Daymark Wealth Partners, Llc | 0.08% | 69,505 | $3,167,510 | $2,978,984 | -$188,526 | -5.95% | |
| Tower Research Capital Llc (Trc) | 0.06% | 55,880 | $2,546,586 | $2,395,017 | -$151,569 | -5.95% | |
| Envestnet Asset Management Inc | 0.00% | 53,207 | $2,424,761 | $2,280,452 | -$144,309 | -5.95% | |
| Triagen Wealth Management Llc | 0.57% | 57,695 | $2,351,428 | $2,472,808 | +$121,380 | +5.16% | |
| Stifel Financial Corp | 0.00% | 42,426 | $1,933,450 | $1,818,378 | -$115,072 | -5.95% | |
| Jpmorgan Chase & Co | 0.00% | 39,804 | $1,811,480 | $1,705,999 | -$105,481 | -5.82% | |
| Hrt Financial Lp | 0.00% | 35,158 | $1,602,000 | $1,506,872 | -$95,128 | -5.94% | |
| Susquehanna International Group, Llp | 0.00% | 33,652 | $1,533,602 | $1,442,325 | -$91,277 | -5.95% | |
| Transamerica Financial Advisors, Llc | 0.13% | 33,520 | $1,527,631 | $1,436,667 | -$90,964 | -5.95% | |
| Davis Investment Partners, Llc | 0.46% | 33,191 | $1,512,580 | $1,422,566 | -$90,014 | -5.95% | |
| Citadel Advisors Llc | 0.00% | 29,024 | $1,322,693 | $1,243,969 | -$78,724 | -5.95% | |
| Cwm, Llc | 0.00% | 31,504 | $1,200,617 | $1,350,261 | +$149,644 | +12.46% | |
| Janney Montgomery Scott Llc | 0.00% | 25,922 | $1,181,000 | $1,111,017 | -$69,983 | -5.93% | |
| Kovack Advisors, Inc. | 0.05% | 25,069 | $1,140,742 | $1,074,457 | -$66,285 | -5.81% | |
| Commonwealth Equity Services, Llc | 0.00% | 26,461 | $1,078,435 | $1,134,118 | +$55,683 | +5.16% | |
| Trust Co Of Oklahoma | 0.27% | 25,414 | $1,035,773 | $1,089,244 | +$53,471 | +5.16% | |
| Tudor Financial Inc. | 0.45% | 22,111 | $1,007,672 | $947,677 | -$59,995 | -5.95% | |
| Creative Financial Designs Inc | 0.05% | 21,921 | $998,991 | $939,534 | -$59,457 | -5.95% | |
| Flow Traders U.S. Llc | 0.04% | 21,667 | $987,000 | $928,648 | -$58,352 | -5.91% | |
| World Investment Advisors | 0.02% | 25,843 | $984,877 | $1,107,631 | +$122,754 | +12.46% | |
| Garden State Investment Advisory Services Llc | 0.18% | 20,650 | $941,069 | $885,059 | -$56,010 | -5.95% | |
| Hfg Advisors, Inc. | 0.56% | 19,671 | $896,468 | $843,099 | -$53,369 | -5.95% | |
| Coppell Advisory Solutions Llc | 0.07% | 24 | $808,529 | $1,029 | -$807,500 | -99.87% | |
| Realta Investment Advisors | 0.22% | 18,082 | $736,968 | $774,995 | +$38,027 | +5.16% | |
| Englebert Financial Advisers, Llc | 0.72% | 17,786 | $724,883 | $762,308 | +$37,425 | +5.16% | |
| Minichmacgregor Wealth Management, Llc | 0.11% | 16,552 | $674,592 | $709,419 | +$34,827 | +5.16% | |
| Osaic Holdings, Inc. | 0.00% | 10,755 | $490,099 | $460,959 | -$29,140 | -5.95% | |
| Cetera Investment Advisers | 0.00% | 10,375 | $472,798 | $444,673 | -$28,126 | -5.95% | |
| Regal Investment Advisors Llc | 0.02% | 8,532 | $388,824 | $365,682 | -$23,142 | -5.95% | |
| Claro Advisors Inc. | 0.04% | 9,326 | $380,086 | $399,712 | +$19,626 | +5.16% | |
| Wealthbridge Capital Management, Llc | 0.07% | 8,790 | $358,244 | $376,739 | +$18,495 | +5.16% | |
| Fortis Group Advisors, Llc | 0.05% | 7,210 | $328,577 | $309,021 | -$19,556 | -5.95% | |
| Prospera Financial Services Inc | 0.00% | 5,433 | $247,761 | $232,858 | -$14,903 | -6.01% | |
| Geneos Wealth Management Inc. | 0.00% | 1,800 | $82,026 | $77,148 | -$4,878 | -5.95% | |
| Fas Wealth Partners, Inc. | 0.00% | 1,080 | $49,236 | $46,289 | -$2,947 | -5.99% |
Frequently asked questions about FTXR
Who are the largest institutional holders of FTXR?
The largest institutional holders of FTXR reported in the latest SEC Form 13F filings include First Trust Advisors Lp, Morgan Stanley, Wells Fargo & Company/Mn, Nilsine Partners, Llc, and Newedge Advisors, Llc. InsiderSet ranks institutional holders by their latest reported FTXR position.
What is FTXR institutional ownership?
This page tracks FTXR positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST NASDAQ TRANSPORT (FTXR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTXR?
InsiderSet currently tracks 62 institutional managers reporting FTXR 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 FTXR shareholders.
How much FTXR stock do institutions own?
Institutional investment managers disclosed approximately $1.04B in FTXR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTXR institutional ownership last updated?
The latest FTXR 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 FTXR 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 FTXR position after the reporting date.
Are institutions buying or selling FTXR?
Institutional buying and selling can be analyzed by comparing FTXR positions across consecutive 13F reporting periods. InsiderSet's FTXR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTXR ownership changes.
How has FTXR institutional ownership changed over time?
InsiderSet tracks FTXR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.