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 $1.04B 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 $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 $748.03M, representing an estimated loss of -6.59% 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 | $748,026,434 | -$52,781,668 | -6.59% | |
| Morgan Stanley | 0.00% | 662,918 | $30,210,805 | $28,219,557 | -$1,991,248 | -6.59% | |
| Wells Fargo & Company/Mn | 0.01% | 639,362 | $29,137,245 | $27,216,809 | -$1,920,436 | -6.59% | |
| Nilsine Partners, Llc | 1.47% | 465,155 | $21,198,230 | $19,801,044 | -$1,397,186 | -6.59% | |
| Newedge Advisors, Llc | 0.06% | 408,346 | $18,609,287 | $17,382,758 | -$1,226,529 | -6.59% | |
| Advisory Services Network, Llc | 0.19% | 371,415 | $16,926,294 | $15,810,654 | -$1,115,640 | -6.59% | |
| &Partners | 0.07% | 370,720 | $16,860,361 | $15,781,068 | -$1,079,293 | -6.40% | |
| Raymond James Financial Inc | 0.00% | 291,017 | $13,262,342 | $12,388,215 | -$874,127 | -6.59% | |
| Newsquare Capital Llc | 0.84% | 249,056 | $11,350,080 | $10,601,990 | -$748,090 | -6.59% | |
| Lpl Financial Llc | 0.00% | 241,475 | $11,004,591 | $10,279,277 | -$725,314 | -6.59% | |
| Royal Bank Of Canada | 0.00% | 203,378 | $9,268,000 | $8,657,537 | -$610,463 | -6.59% | |
| Summit Financial, Llc | 0.09% | 189,165 | $8,620,713 | $8,052,508 | -$568,205 | -6.59% | |
| Benjamin Edwards Inc | 0.06% | 150,159 | $6,842,944 | $6,392,073 | -$450,871 | -6.59% | |
| Goldman Sachs Group Inc | 0.00% | 113,905 | $5,190,924 | $4,848,788 | -$342,136 | -6.59% | |
| Daymark Wealth Partners, Llc | 0.08% | 69,505 | $3,167,510 | $2,958,737 | -$208,773 | -6.59% | |
| Triagen Wealth Management Llc | 0.64% | 56,335 | $2,567,321 | $2,398,108 | -$169,213 | -6.59% | |
| Tower Research Capital Llc (Trc) | 0.06% | 55,880 | $2,546,586 | $2,378,739 | -$167,847 | -6.59% | |
| Envestnet Asset Management Inc | 0.00% | 53,207 | $2,424,761 | $2,264,953 | -$159,808 | -6.59% | |
| Stifel Financial Corp | 0.00% | 42,426 | $1,933,450 | $1,806,020 | -$127,430 | -6.59% | |
| Jpmorgan Chase & Co | 0.00% | 39,804 | $1,811,480 | $1,694,405 | -$117,075 | -6.46% | |
| Hrt Financial Lp | 0.00% | 35,158 | $1,602,000 | $1,496,630 | -$105,370 | -6.58% | |
| Susquehanna International Group, Llp | 0.00% | 33,652 | $1,533,602 | $1,432,522 | -$101,080 | -6.59% | |
| Transamerica Financial Advisors, Llc | 0.13% | 33,520 | $1,527,631 | $1,426,903 | -$100,728 | -6.59% | |
| Davis Investment Partners, Llc | 0.46% | 33,191 | $1,512,580 | $1,412,898 | -$99,682 | -6.59% | |
| Citadel Advisors Llc | 0.00% | 29,024 | $1,322,693 | $1,235,514 | -$87,179 | -6.59% | |
| Cwm, Llc | 0.00% | 31,504 | $1,200,617 | $1,341,084 | +$140,467 | +11.70% | |
| Janney Montgomery Scott Llc | 0.00% | 25,922 | $1,181,000 | $1,103,466 | -$77,534 | -6.57% | |
| Trust Co Of Oklahoma | 0.30% | 25,414 | $1,158,177 | $1,081,841 | -$76,336 | -6.59% | |
| Kovack Advisors, Inc. | 0.05% | 25,069 | $1,140,742 | $1,067,155 | -$73,587 | -6.45% | |
| Tudor Financial Inc. | 0.45% | 22,111 | $1,007,672 | $941,237 | -$66,435 | -6.59% | |
| Creative Financial Designs Inc | 0.05% | 21,921 | $998,991 | $933,148 | -$65,843 | -6.59% | |
| Flow Traders U.S. Llc | 0.04% | 21,667 | $987,000 | $922,336 | -$64,664 | -6.55% | |
| World Investment Advisors | 0.02% | 25,843 | $984,877 | $1,100,103 | +$115,226 | +11.70% | |
| Garden State Investment Advisory Services Llc | 0.18% | 20,650 | $941,069 | $879,044 | -$62,025 | -6.59% | |
| Hfg Advisors, Inc. | 0.56% | 19,671 | $896,468 | $837,369 | -$59,099 | -6.59% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,340 | $881,382 | $823,279 | -$58,103 | -6.59% | |
| Coppell Advisory Solutions Llc | 0.07% | 24 | $808,529 | $1,022 | -$807,507 | -99.87% | |
| Realta Investment Advisors | 0.24% | 17,070 | $777,914 | $726,648 | -$51,266 | -6.59% | |
| Minichmacgregor Wealth Management, Llc | 0.12% | 16,656 | $759,054 | $709,024 | -$50,030 | -6.59% | |
| Englebert Financial Advisers, Llc | 0.70% | 15,560 | $709,107 | $662,369 | -$46,738 | -6.59% | |
| Truist Financial Corp | 0.00% | 13,060 | $595,176 | $555,947 | -$39,229 | -6.59% | |
| Osaic Holdings, Inc. | 0.00% | 10,755 | $490,099 | $457,826 | -$32,273 | -6.58% | |
| Cetera Investment Advisers | 0.00% | 10,375 | $472,798 | $441,650 | -$31,148 | -6.59% | |
| Claro Advisors Inc. | 0.04% | 9,022 | $411,164 | $384,055 | -$27,109 | -6.59% | |
| Regal Investment Advisors Llc | 0.02% | 8,532 | $388,824 | $363,196 | -$25,628 | -6.59% | |
| Wealthbridge Capital Management, Llc | 0.08% | 8,436 | $384,449 | $359,110 | -$25,339 | -6.59% | |
| Fortis Group Advisors, Llc | 0.05% | 7,210 | $328,577 | $306,920 | -$21,657 | -6.59% | |
| Prospera Financial Services Inc | 0.00% | 5,433 | $247,761 | $231,276 | -$16,485 | -6.65% | |
| Geneos Wealth Management Inc. | 0.00% | 1,800 | $82,026 | $76,624 | -$5,402 | -6.59% | |
| Fas Wealth Partners, Inc. | 0.00% | 1,080 | $49,236 | $45,974 | -$3,262 | -6.62% |
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.