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FTXH Institutional Ownership

First Trust Nasdaq Pharmaceuticals ETF
1W: -2.3% 1M: -3.3% 3M: +4.7% YTD: +23.0% 1Y: +37.8% 3Y: +64.2% 5Y: +68.4%
$40.73
-0.09 (-0.22%)
 
Weekly Expected Move ±2.1%
$39 $40 $41 $42 $42
ETF NASDAQ · AUM $1.0B

Institutional Ownership — FTXH

34
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
24M
Total Invested
3
New Positions
11
Increased
13
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (38 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 151,471 $6M -26,164 -14.7% 29Q SEC ↗
2 OPPENHEIMER & CO INC 114,183 $5M +73,630 +181.6% 2Q SEC ↗
3 RAYMOND JAMES FINANCIAL INC 54,968 $2M +43,249 +369.1% 2Q SEC ↗
4 TRUIST FINANCIAL CORP 52,126 $2M -4,962 -8.7% 2Q SEC ↗
5 MARSHALL INVESTMENT MANAGEMENT, LLC 38,080 $2M -7,152 -15.8% 3Q SEC ↗
6 Ameritas Investment Partners, Inc. 33,987 $1M +3,922 +13.0% 16Q SEC ↗
7 Cambridge Investment Research Advisors 30,525 $1M +10,985 +56.2% 7Q SEC ↗
8 Nilsine Partners, LLC 28,057 $1M +937 +3.5% 2Q SEC ↗
9 ROYAL BANK OF CANADA 14,322 $583K +14,272 +28544.0% 2Q SEC ↗
10 GOLDMAN SACHS GROUP INC 13,730 $559K -5,624 -29.1% 13Q SEC ↗
11 Vivaldi Capital Management LP 12,590 $513K +1,741 +16.0% 9Q SEC ↗
12 COMMONWEALTH EQUITY SERVICES, LLC 10,734 $437K +3,543 +49.3% 3Q SEC ↗
13 OneDigital Investment Advisors LLC 9,325 $380K — +0.0% 3Q SEC ↗
14 Sound Income Strategies, LLC 8,627 $351K — +0.0% 3Q SEC ↗
15 ENVESTNET ASSET MANAGEMENT INC 8,340 $340K -9,258 -52.6% 8Q SEC ↗
16 Stratos Wealth Partners, LTD. 8,180 $333K +696 +9.3% 4Q SEC ↗
17 BETO FINANCIAL GROUP, LLC 6,833 $278K — +0.0% 2Q SEC ↗
18 CITADEL ADVISORS LLC 6,822 $278K -3,442 -33.5% 2Q SEC ↗
19 MORGAN STANLEY 5,917 $241K +1 +0.0% 11Q SEC ↗
20 FLAGSHIP HARBOR ADVISORS, LLC 5,632 $229K -793 -12.3% 3Q SEC ↗
21 INTERNATIONAL ASSETS INVESTMENT MANAGE NEW 4,421 $180K — +0.0% 1Q SEC ↗
22 BANK OF MONTREAL /CAN 4,326 $176K -4,888 -53.0% 11Q SEC ↗
23 OSAIC HOLDINGS, INC. 2,556 $104K +794 +45.1% 26Q SEC ↗
24 LANARK FINANCIAL, INC. 1,162 $47K -160 -12.1% 12Q SEC ↗
25 Steward Partners Investment Advisory, 1,046 $43K — +0.0% 24Q SEC ↗
26 HARBOUR INVESTMENTS, INC. 929 $38K +93 +11.1% 17Q SEC ↗
27 COMPASS FINANCIAL MANAGEMENT LLC NEW 756 $31K — +0.0% 1Q SEC ↗
28 Asset Dedication, LLC 593 $24K — +0.0% 25Q SEC ↗
29 Integrated Wealth Concepts LLC NEW 450 $18K — +0.0% 1Q SEC ↗
30 Capital Investment Advisory Services, 450 $18K — +0.0% 11Q SEC ↗
31 Princeton Global Asset Management LLC 150 $6K — +0.0% 2Q SEC ↗
32 WELLS FARGO & COMPANY/MN 1 $0K -1 -50.0% 15Q SEC ↗
33 FLPUTNAM INVESTMENT MANAGEMENT CO 0 $0K -6,994 -100.0% 1Q SEC ↗
34 OLD MISSION CAPITAL LLC 0 $0K -16,031 -100.0% 1Q SEC ↗
35 Private Advisor Group, LLC 0 $0K -8,076 -100.0% 2Q SEC ↗
36 UBS Group AG 0 $0K -587 -100.0% 6Q SEC ↗
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -5,844 -100.0% 1Q SEC ↗
38 Kestra Advisory Services, LLC 0 $0K -1,789 -100.0% 1Q SEC ↗

Recent Activity

New Positions (3)
Sold Out (6)
Biggest Increases (12)
HolderAddedChange %Total Shares
OPPENHEIMER & CO INC +73,630 +181.6% 114,183
RAYMOND JAMES FINANCIAL INC +43,249 +369.1% 54,968
ROYAL BANK OF CANADA +14,272 +28544.0% 14,322
Cambridge Investment Research Advis +10,985 +56.2% 30,525
Ameritas Investment Partners, Inc. +3,922 +13.0% 33,987
COMMONWEALTH EQUITY SERVICES, LLC +3,543 +49.3% 10,734
Vivaldi Capital Management LP +1,741 +16.0% 12,590
Nilsine Partners, LLC +937 +3.5% 28,057
OSAIC HOLDINGS, INC. +794 +45.1% 2,556
Stratos Wealth Partners, LTD. +696 +9.3% 8,180
HARBOUR INVESTMENTS, INC. +93 +11.1% 929
MORGAN STANLEY +1 +0.0% 5,917
Biggest Decreases (10)
HolderReducedChange %Total Shares
LPL Financial LLC -26,164 -14.7% 151,471
ENVESTNET ASSET MANAGEMENT INC -9,258 -52.6% 8,340
MARSHALL INVESTMENT MANAGEMENT, LLC -7,152 -15.8% 38,080
GOLDMAN SACHS GROUP INC -5,624 -29.1% 13,730
TRUIST FINANCIAL CORP -4,962 -8.7% 52,126
BANK OF MONTREAL /CAN -4,888 -53.0% 4,326
CITADEL ADVISORS LLC -3,442 -33.5% 6,822
FLAGSHIP HARBOR ADVISORS, LLC -793 -12.3% 5,632
LANARK FINANCIAL, INC. -160 -12.1% 1,162
WELLS FARGO & COMPANY/MN -1 -50.0% 1

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms