FIRST TRUST NASDAQ TRANSPORT (FTXR) Institutional Shareholders
FIRST TRUST NASDAQ TRANSPORT (FTXR) 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 $838.87M in FTXR holdings during the latest filing period.
First Trust Advisors Lp is currently the largest disclosed institutional shareholder of FTXR tracked by InsiderSet, reporting ownership valued at approximately $669.27M 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 $776.92M, representing an estimated gain of +16.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed FTXR value among the investors covered in this analysis. Major shareholders include First Trust Advisors Lp, Nilsine Partners, Llc, Morgan Stanley, 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
60
Total Reported Value
$838.87M
Largest Holder
First Trust Advisors Lp
Largest Position
$669.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
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 | 0.48% | 17,561,577 | $669,271,699 | $776,924,166 | +$107,652,467 | +16.09% | |
| Nilsine Partners, Llc | 1.47% | 465,155 | $21,198,230 | $20,578,457 | -$619,773 | -2.92% | |
| Morgan Stanley | 0.00% | 484,397 | $18,460,389 | $21,429,723 | +$2,969,334 | +16.08% | |
| Advisory Services Network, Llc | 0.20% | 385,678 | $14,698,206 | $17,062,395 | +$2,364,189 | +16.08% | |
| &Partners | 0.07% | 367,478 | $14,004,586 | $16,257,227 | +$2,252,641 | +16.09% | |
| Newsquare Capital Llc | 0.84% | 249,056 | $11,350,080 | $11,018,237 | -$331,843 | -2.92% | |
| Newedge Advisors, Llc | 0.46% | 124,894 | $9,961,518 | $5,525,311 | -$4,436,207 | -44.53% | |
| Wells Fargo & Company/Mn | 0.00% | 252,601 | $9,626,626 | $11,175,068 | +$1,548,442 | +16.08% | |
| Bnp Paribas Financial Markets | 0.01% | 250,000 | $9,527,500 | $11,060,000 | +$1,532,500 | +16.09% | |
| Raymond James Financial Inc | 0.00% | 206,591 | $7,873,167 | $9,139,586 | +$1,266,419 | +16.09% | |
| Lpl Financial Llc | 0.00% | 185,130 | $7,055,301 | $8,190,151 | +$1,134,850 | +16.09% | |
| Benjamin Edwards Inc | 0.06% | 150,159 | $6,842,944 | $6,643,034 | -$199,910 | -2.92% | |
| Royal Bank Of Canada | 0.00% | 148,125 | $5,645,000 | $6,553,050 | +$908,050 | +16.09% | |
| Goldman Sachs Group Inc | 0.00% | 113,905 | $4,340,920 | $5,039,157 | +$698,237 | +16.09% | |
| Daymark Wealth Partners, Llc | 0.08% | 69,505 | $3,167,510 | $3,074,901 | -$92,609 | -2.92% | |
| Triagen Wealth Management Llc | 0.64% | 56,335 | $2,567,321 | $2,492,260 | -$75,061 | -2.92% | |
| Independent Advisor Alliance | 0.02% | 44,760 | $1,705,806 | $1,980,182 | +$274,376 | +16.08% | |
| Citadel Advisors Llc | 0.00% | 43,501 | $1,657,823 | $1,924,484 | +$266,661 | +16.09% | |
| Envestnet Asset Management Inc | 0.00% | 39,237 | $1,495,326 | $1,735,845 | +$240,519 | +16.08% | |
| Transamerica Financial Advisors, Llc | 0.12% | 36,184 | $1,378,984 | $1,600,780 | +$221,796 | +16.08% | |
| Susquehanna International Group, Llp | 0.00% | 35,844 | $1,366,015 | $1,585,739 | +$219,724 | +16.09% | |
| Davis Investment Partners, Llc | 0.44% | 32,607 | $1,242,647 | $1,442,534 | +$199,887 | +16.09% | |
| Cwm, Llc | 0.00% | 31,504 | $1,200,617 | $1,393,737 | +$193,120 | +16.09% | |
| Trust Co Of Oklahoma | 0.30% | 25,414 | $1,158,177 | $1,124,315 | -$33,862 | -2.92% | |
| Kovack Advisors, Inc. | 0.05% | 25,069 | $1,140,742 | $1,109,053 | -$31,689 | -2.78% | |
| Creative Financial Designs Inc | 0.05% | 21,921 | $998,991 | $969,785 | -$29,206 | -2.92% | |
| World Investment Advisors | 0.02% | 25,843 | $984,877 | $1,143,294 | +$158,417 | +16.08% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,340 | $881,382 | $855,602 | -$25,780 | -2.92% | |
| Realta Investment Advisors | 0.24% | 17,070 | $777,914 | $755,177 | -$22,737 | -2.92% | |
| Minichmacgregor Wealth Management, Llc | 0.12% | 16,656 | $759,054 | $736,861 | -$22,193 | -2.92% | |
| Garden State Investment Advisory Services Llc | 0.18% | 19,315 | $736,095 | $854,496 | +$118,401 | +16.08% | |
| Tower Research Capital Llc (Trc) | 0.02% | 19,276 | $734,608 | $852,770 | +$118,162 | +16.09% | |
| Englebert Financial Advisers, Llc | 0.70% | 15,560 | $709,107 | $688,374 | -$20,733 | -2.92% | |
| Truist Financial Corp | 0.00% | 13,060 | $595,176 | $577,774 | -$17,402 | -2.92% | |
| Tudor Financial Inc. | 0.29% | 1,829 | $563,363 | $80,915 | -$482,448 | -85.64% | |
| Claro Advisors Inc. | 0.04% | 9,022 | $411,164 | $399,133 | -$12,031 | -2.93% | |
| Cetera Investment Advisers | 0.00% | 10,404 | $396,495 | $460,273 | +$63,778 | +16.09% | |
| Wealthbridge Capital Management, Llc | 0.08% | 8,436 | $384,449 | $373,209 | -$11,240 | -2.92% | |
| Fortis Group Advisors, Llc | 0.05% | 7,210 | $328,577 | $318,970 | -$9,607 | -2.92% | |
| Jane Street Group, Llc | 0.00% | 8,559 | $326,183 | $378,650 | +$52,467 | +16.09% | |
| Osaic Holdings, Inc. | 0.00% | 7,023 | $267,637 | $310,698 | +$43,061 | +16.09% | |
| Stifel Financial Corp | 0.00% | 6,977 | $265,894 | $308,662 | +$42,768 | +16.08% | |
| Prospera Financial Services Inc | 0.00% | 5,433 | $247,761 | $240,356 | -$7,405 | -2.99% | |
| Hightower Advisors, Llc | 0.00% | 6,338 | $241,541 | $280,393 | +$38,852 | +16.09% | |
| Geneos Wealth Management Inc. | 0.00% | 1,800 | $68,598 | $79,632 | +$11,034 | +16.09% | |
| Fas Wealth Partners, Inc. | 0.00% | 1,080 | $49,236 | $47,779 | -$1,457 | -2.96% | |
| Capital Investment Advisory Services, Llc | 0.00% | 1,060 | $48,307 | $46,894 | -$1,413 | -2.92% | |
| Atwood & Palmer Inc | 0.00% | 975 | $44,434 | $43,134 | -$1,300 | -2.93% | |
| Ubs Group Ag | 0.00% | 716 | $27,287 | $31,676 | +$4,389 | +16.08% | |
| Hilton Head Capital Partners, Llc | 0.01% | 569 | $25,931 | $25,173 | -$758 | -2.92% |
Frequently asked questions about FTXR
Who owns the most FTXR stock?
The largest holders of FTXR 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 TRANSPORT (FTXR).
Is FTXR widely held by superinvestors?
Many widely followed stocks like FTXR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTXR 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.