FTXO Institutional Ownership
First Trust Nasdaq Bank ETF
1W: -2.2%
1M: -7.4%
3M: -8.1%
YTD: +1.6%
1Y: +11.4%
3Y: +102.1%
5Y: +35.6%
$38.94
+0.26 (+0.67%)
Weekly Expected Move ±2.2%
$37
$38
$39
$40
$41
Overview
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Institutional Ownership — FTXO
145
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
219M
Total Invested
23
New Positions
41
Increased
57
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (156 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 760,600 | 30M | +61,648 | +8.8% | 39Q | SEC ↗ |
| 2 | MORGAN STANLEY | 683,125 | 27M | +74,738 | +12.3% | 38Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 432,672 | 17M | -415,277 | -49.0% | 38Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 413,577 | 16M | +125,423 | +43.5% | 15Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 265,877 | 10M | -17,113 | -6.0% | 7Q | SEC ↗ |
| 6 | UBS Group AG | 248,339 | 10M | +28,241 | +12.8% | 38Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 203,170 | 8M | +951 | +0.5% | 7Q | SEC ↗ |
| 8 | TradeWell Securities, LLC. | 156,933 | 6M | -11,244 | -6.7% | 7Q | SEC ↗ |
| 9 | NewEdge Advisors, LLC | 154,964 | 6M | +4,964 | +3.3% | 17Q | SEC ↗ |
| 10 | Wagner Wealth Management, LLC | 149,885 | 6M | -7,129 | -4.5% | 23Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 129,362 | 5M | +210 | +0.2% | 22Q | SEC ↗ |
| 12 | DAYMARK WEALTH PARTNERS, LLC | 122,082 | 5M | -7,563 | -5.8% | 2Q | SEC ↗ |
| 13 | Cambridge Investment Research Advisors | 113,183 | 4M | +11,837 | +11.7% | 25Q | SEC ↗ |
| 14 | OPPENHEIMER & CO INC | 100,384 | 4M | +10,794 | +12.0% | 3Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 100,141 | 4M | -197,295 | -66.3% | 39Q | SEC ↗ |
| 16 | PFG Advisors | 98,047 | 4M | +10,356 | +11.8% | 11Q | SEC ↗ |
| 17 | TWO SIGMA INVESTMENTS, LP | 95,800 | 4M | -276,700 | -74.3% | 2Q | SEC ↗ |
| 18 | Janney Montgomery Scott LLC | 83,920 | 3M | -6,369 | -7.1% | 38Q | SEC ↗ |
| 19 | TRUIST FINANCIAL CORP | 81,354 | 3M | -9,766 | -10.7% | 7Q | SEC ↗ |
| 20 | ASSETMARK, INC | 81,259 | 3M | +1,399 | +1.8% | 13Q | SEC ↗ |
| 21 | Kestra Advisory Services, LLC | 65,506 | 3M | +2,811 | +4.5% | 22Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 53,197 | 2M | -53,878 | -50.3% | 15Q | SEC ↗ |
| 23 | World Investment Advisors | 51,809 | 2M | +20 | +0.0% | 6Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 40,709 | 2M | +1,682 | +4.3% | 26Q | SEC ↗ |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,213 | 1M | -44,198 | -56.4% | 37Q | SEC ↗ |
| 26 | Prospera Financial Services Inc | 33,967 | 1M | -774 | -2.2% | 22Q | SEC ↗ |
| 27 | IFP Advisors, Inc | 32,378 | 1M | +705 | +2.2% | 6Q | SEC ↗ |
| 28 | Nilsine Partners, LLC | 31,843 | 1M | -14,637 | -31.5% | 7Q | SEC ↗ |
| 29 | HRT FINANCIAL LP | 29,604 | 1M | +23,415 | +378.3% | 2Q | SEC ↗ |
| 30 | D.A. DAVIDSON & CO. | 24,545 | 956K | +2,499 | +11.3% | 9Q | SEC ↗ |
| 31 | XTX Topco Ltd | 22,639 | 882K | +6,446 | +39.8% | 2Q | SEC ↗ |
| 32 | Gateway Wealth Partners, LLC | 21,947 | 855K | -16,015 | -42.2% | 6Q | SEC ↗ |
| 33 | CITADEL ADVISORS LLC | 21,686 | 844K | -50,907 | -70.1% | 3Q | SEC ↗ |
| 34 | Snowden Capital Advisors LLC | 21,393 | 833K | -349 | -1.6% | 6Q | SEC ↗ |
| 35 | AMERIPRISE FINANCIAL INC | 20,673 | 805K | -138,470 | -87.0% | 4Q | SEC ↗ |
| 36 | STIFEL FINANCIAL CORP | 20,520 | 799K | +2,650 | +14.8% | 7Q | SEC ↗ |
| 37 | PUFF WEALTH MANAGEMENT, LLC NEW | 19,015 | 740K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 18,069 | 704K | -1,083 | -5.7% | 7Q | SEC ↗ |
| 39 | AE Wealth Management LLC | 17,430 | 679K | -486 | -2.7% | 7Q | SEC ↗ |
| 40 | IAMS WEALTH MANAGEMENT, LLC | 16,805 | 654K | -1,497 | -8.2% | 6Q | SEC ↗ |
| 41 | HBW ADVISORY SERVICES LLC | 16,611 | 647K | +334 | +2.1% | 20Q | SEC ↗ |
| 42 | Atria Investments, Inc | 15,902 | 619K | -76 | -0.5% | 7Q | SEC ↗ |
| 43 | Holistic Financial Partners | 15,012 | 585K | -17,671 | -54.1% | 3Q | SEC ↗ |
| 44 | COMMONWEALTH EQUITY SERVICES, LLC | 14,629 | 570K | -651 | -4.3% | 35Q | SEC ↗ |
| 45 | NewEdge Wealth, LLC | 14,119 | 550K | -4,035 | -22.2% | 6Q | SEC ↗ |
| 46 | Equitable Holdings, Inc. | 13,228 | 515K | +1 | +0.0% | 13Q | SEC ↗ |
| 47 | PARK AVENUE SECURITIES LLC | 12,818 | 499K | +172 | +1.4% | 4Q | SEC ↗ |
| 48 | BENJAMIN EDWARDS INC | 12,070 | 470K | -58,236 | -82.8% | 7Q | SEC ↗ |
| 49 | JPMORGAN CHASE & CO | 11,741 | 457K | +3,709 | +46.2% | 4Q | SEC ↗ |
| 50 | OneAscent Financial Services LLC | 11,726 | 457K | +36 | +0.3% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| PUFF WEALTH MANAGEMENT, LLC | 19,015 | 740K |
| Kingsview Wealth Management, LLC | 7,227 | 281K |
| Private Advisor Group, LLC | 5,695 | 222K |
| Qube Research & Technologies Ltd | 3,581 | 139K |
| Integrated Wealth Concepts LLC | 3,488 | 136K |
| IFG Advisory, LLC | 2,889 | 112K |
| COMPASS FINANCIAL MANAGEMENT LLC | 2,488 | 97K |
| Global Retirement Partners, LLC | 2,325 | 91K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,316 | 90K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 440 | 17K |
| My Portfolio Guide, LLC | 310 | 12K |
| SALEM INVESTMENT COUNSELORS INC | 155 | 6K |
| Buck Wealth Strategies, LLC | 135 | 5K |
| Continuum Advisory, LLC | 134 | 5K |
| Silver Grove Financial Group, Inc. | 113 | 4K |
| PRIVATE TRUST CO NA | 77 | 3K |
| Lloyd Advisory Services, LLC. | 63 | 2K |
| Mowery & Schoenfeld Wealth Manageme | 47 | 2K |
| JONES FINANCIAL COMPANIES LLLP | 47 | 2K |
| Blue Trust, Inc. | 34 | 1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Arkadios Wealth Advisors | 157,712 | 6M |
| Tower Research Capital LLC (TRC) | 99,522 | 4M |
| Cyndeo Wealth Partners, LLC | 41,649 | 2M |
| JANE STREET GROUP, LLC | 33,376 | 1M |
| Owen LaRue, LLC | 25,121 | 978K |
| US BANCORP \DE | 18,343 | 714K |
| D. E. Shaw & Co., Inc. | 14,443 | 562K |
| Coppell Advisory Solutions LLC | 12,351 | 481K |
| FLOW TRADERS U.S. LLC | 12,104 | 471K |
| StoneX Group Inc. | 8,454 | 329K |
| Advisory Services Network, LLC | 7,969 | 310K |
| Pacific Excel Wealth Advisors, Inc. | 6,765 | 263K |
| Pinnacle Family Advisors, LLC | 6,410 | 250K |
| BlueChip Wealth Advisors LLC | 5,580 | 217K |
| Sound Income Strategies, LLC | 2,045 | 80K |
| FIFTH THIRD BANCORP | 827 | 32K |
| MAI Capital Management | 460 | 18K |
| WealthShield Partners, LLC | 449 | 17K |
| BLAIR WILLIAM & CO/IL | 316 | 12K |
| Farther Finance Advisors, LLC | 301 | 12K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +125,423 | +43.5% | 413,577 |
| MORGAN STANLEY | +74,738 | +12.3% | 683,125 |
| LPL Financial LLC | +61,648 | +8.8% | 760,600 |
| UBS Group AG | +28,241 | +12.8% | 248,339 |
| HRT FINANCIAL LP | +23,415 | +378.3% | 29,604 |
| Cambridge Investment Research Advis | +11,837 | +11.7% | 113,183 |
| OPPENHEIMER & CO INC | +10,794 | +12.0% | 100,384 |
| PFG Advisors | +10,356 | +11.8% | 98,047 |
| XTX Topco Ltd | +6,446 | +39.8% | 22,639 |
| CWM, LLC | +6,205 | +1927.0% | 6,527 |
| NewEdge Advisors, LLC | +4,964 | +3.3% | 154,964 |
| JPMORGAN CHASE & CO | +3,709 | +46.2% | 11,741 |
| Kestra Advisory Services, LLC | +2,811 | +4.5% | 65,506 |
| STIFEL FINANCIAL CORP | +2,650 | +14.8% | 20,520 |
| D.A. DAVIDSON & CO. | +2,499 | +11.3% | 24,545 |
| OSAIC HOLDINGS, INC. | +1,682 | +4.3% | 40,709 |
| ASSETMARK, INC | +1,399 | +1.8% | 81,259 |
| NATIONAL BANK OF CANADA /FI | +1,087 | +18.5% | 6,973 |
| ENVESTNET ASSET MANAGEMENT INC | +951 | +0.5% | 203,170 |
| IFP Advisors, Inc | +705 | +2.2% | 32,378 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -415,277 | -49.0% | 432,672 |
| TWO SIGMA INVESTMENTS, LP | -276,700 | -74.3% | 95,800 |
| ROYAL BANK OF CANADA | -197,295 | -66.3% | 100,141 |
| AMERIPRISE FINANCIAL INC | -138,470 | -87.0% | 20,673 |
| BENJAMIN EDWARDS INC | -58,236 | -82.8% | 12,070 |
| GOLDMAN SACHS GROUP INC | -53,878 | -50.3% | 53,197 |
| CITADEL ADVISORS LLC | -50,907 | -70.1% | 21,686 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -44,198 | -56.4% | 34,213 |
| Holistic Financial Partners | -17,671 | -54.1% | 15,012 |
| RAYMOND JAMES FINANCIAL INC | -17,113 | -6.0% | 265,877 |
| Englebert Financial Advisers, LLC | -16,497 | -62.4% | 9,941 |
| Gateway Wealth Partners, LLC | -16,015 | -42.2% | 21,947 |
| Nilsine Partners, LLC | -14,637 | -31.5% | 31,843 |
| TradeWell Securities, LLC. | -11,244 | -6.7% | 156,933 |
| TRUIST FINANCIAL CORP | -9,766 | -10.7% | 81,354 |
| DAYMARK WEALTH PARTNERS, LLC | -7,563 | -5.8% | 122,082 |
| Wagner Wealth Management, LLC | -7,129 | -4.5% | 149,885 |
| CITIGROUP INC | -6,669 | -57.7% | 4,889 |
| Janney Montgomery Scott LLC | -6,369 | -7.1% | 83,920 |
| NewEdge Wealth, LLC | -4,035 | -22.2% | 14,119 |