First Trust Nasdaq Bank ETFFTXOETF

13F holders, Q1 2026 (March 31)
123holders +8
24new positions
12sold out
2famous investors
$36.20avg. 13F price*

At the end of Q1 2026, 123 institutions reported holding First Trust Nasdaq Bank ETF (FTXO) in their 13F filings, up 8 from Q4 2025. 24 opened new positions and 12 sold out. The largest holders were Wells Fargo & Company ($30.7M), LPL Financial LLC ($25.3M) and Morgan Stanley ($22.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
First Trust Nasdaq Bank ETF
CUSIP
33738R860
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 60Q1 2024Q2 2024: 59Q2 2024Q3 2024: 60Q3 2024Q4 2024: 88Q4 2024Q1 2025: 96Q1 2025Q2 2025: 98Q2 2025Q3 2025: 97Q3 2025Q4 2025: 115Q4 2025Q1 2026: 123Q1 2026Q2 2026: 126Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions24$28.7M
Exits12$3.1M

All 13F filers, Q4 2025 → Q1 2026: 2,202,032 shares bought and 373,091 shares sold, net +1,828,941 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 123 holders

Wells Fargo & Company 0.01% Add +88.8% 847,949 $30.7M
LPL Financial LLC 0.01% Reduce -2.5% 698,952 $25.3M
Morgan Stanley 0.00% Add +19.0% 608,387 $22.0M
Two Sigma Investments, LP 0.01% New 372,500 $13.5M
Royal Bank of Canada 0.00% Add +216.2% 297,436 $10.8M
Bank of America Corp. 0.00% Add +10.4% 288,154 $10.4M
Raymond James Financial Inc. 0.00% Add +92.5% 282,990 $10.2M
UBS Group AG 0.00% Add +5.4% 220,098 $8.0M
Envestnet Asset Management Inc. 0.00% Reduce -23.7% 202,219 $7.3M
TradeWell Securities, LLC. 2.56% Reduce -4.7% 168,177 $6.1M
Ameriprise Financial Inc. 0.00% Add +990.2% 159,143 $5.8M
Arkadios Wealth Advisors 0.09% New 157,712 $5.7M
Wagner Wealth Management, LLC 1.15% Reduce -0.9% 157,014 $5.7M
NewEdge Advisors, LLC 0.02% Add +84.3% 150,000 $5.4M
Daymark Wealth Partners, LLC 0.15% New 129,645 $4.7M
Cetera Investment Advisers 0.01% Reduce -10.9% 129,152 $4.7M
Goldman Sachs Group Inc. 0.00% Add +39.4% 107,075 $3.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.7% 101,346 $3.7M
Tower Research Capital LLC (TRC) 0.09% Add +1308.5% 99,522 $3.6M
Truist Financial Corp. 0.00% Reduce -12.3% 91,120 $3.3M
Janney Montgomery Scott LLC 0.01% Reduce -0.3% 90,289 $3.3M
Oppenheimer & Co. Inc. 0.04% Reduce -24.2% 89,590 $3.2M
PFG Advisors 0.15% Add +22.9% 87,691 $3.2M
Assetmark, Inc. 0.01% Reduce -21.9% 79,860 $2.9M
Susquehanna International Group, LLP 0.00% Add +118.0% 78,411 $2.8M
Citadel Advisors 0.00% Add +188.6% 72,593 $2.6M
Benjamin Edwards Inc. 0.03% Add +9.8% 70,306 $2.5M
Kestra Advisory Services, LLC 0.01% Add +0.8% 62,695 $2.3M
World Investment Advisors 0.03% Add +47.0% 51,789 $1.9M
Nilsine Partners, LLC 0.14% Add +41.0% 46,480 $1.8M
Cyndeo Wealth Partners, LLC 0.08% New 41,649 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -6.6% 39,027 $1.4M
Gateway Wealth Partners, LLC 0.05% Add +14.7% 37,962 $1.4M
Prospera Financial Services Inc 0.02% Add +4.3% 34,741 $1.3M
Jane Street Group, LLC 0.00% New 33,376 $1.2M
Holistic Financial Partners 0.44% Add +29.1% 32,683 $1.2M
IFP Advisors, Inc 0.02% Reduce -17.2% 31,673 $1.1M
Englebert Financial Advisers, LLC 1.09% Add +144.5% 26,438 $956K
D.A. Davidson & Co. 0.00% Add +12.9% 22,046 $797K
Snowden Capital Advisors LLC 0.02% Reduce -41.4% 21,742 $786K
Bank of New York Mellon Corp 0.00% Reduce -27.9% 19,152 $693K
Iams Wealth Management, LLC 0.23% Add +24.5% 18,302 $662K
NewEdge Wealth, LLC 0.01% Reduce -1.2% 18,154 $657K
AE Wealth Management LLC 0.00% Reduce -8.0% 17,916 $648K
Stifel Financial Corp. 0.00% Reduce -54.8% 17,870 $646K
HBW Advisory Services LLC 0.06% Add +2.6% 16,277 $589K
XTX Topco Ltd 0.01% New 16,193 $586K
Atria Investments, Inc 0.01% Reduce -11.7% 15,978 $578K
Commonwealth Equity Services, LLC 0.00% Reduce -4.8% 15,280 $553K
D. E. Shaw & Co. 0.00% New 14,443 $522K
Equitable Holdings, Inc. 0.00% Add +0.0% 13,227 $500K
Park Avenue Securities LLC 0.00% Reduce -20.8% 12,646 $457K
OneAscent Financial Services LLC 0.02% Reduce -4.0% 11,690 $423K
Citigroup Inc. 0.00% Add +3.7% 11,558 $418K
Stephens Inc. 0.00% No change 9,723 $352K
International Assets Investment Management, LLC 0.02% Reduce -1.1% 8,962 $328K
Sanctuary Advisors, LLC 0.00% Reduce -17.0% 8,881 $321K
Harbour Investments, Inc. 0.00% Add +4.4% 8,676 $314K
Beto Financial Group, LLC 0.18% Reduce -39.7% 8,082 $312K
StoneX Group Inc. 0.02% Add +47.4% 8,454 $306K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -17.0% 7,932 $291K
Advisory Services Network, LLC 0.00% New 7,969 $288K
Greenwood Capital Associates LLC 0.03% No change 7,874 $285K
JPMorgan Chase & Co. 0.00% Reduce -52.3% 8,032 $281K
Pursue Wealth Partners LLC 0.16% No change 7,361 $266K
Pacific Excel Wealth Advisors, Inc. 0.26% Reduce -11.2% 6,765 $245K
Orion Porfolio Solutions, LLC 0.00% Reduce -72.4% 6,669 $241K
Cwm, LLC 0.00% Add +1927.0% 6,527 $236K
Great Valley Advisor Group, Inc. 0.00% Reduce -30.4% 6,525 $236K
Independent Financial Group, LLC 0.01% Reduce -15.7% 6,434 $233K
HRT Financial LP 0.00% New 6,189 $223K
Novem Group 0.03% New 6,137 $222K
National Bank of Canada 0.00% Add +10.5% 5,886 $213K
Signature Equity Partners, LLC 0.11% Reduce -72.4% 5,836 $211K
FSB Premier Wealth Management, Inc. 0.07% Reduce -0.8% 5,805 $210K
MML Investors Services, LLC 0.00% Reduce -2.7% 5,560 $201K
Geneos Wealth Management Inc. 0.00% Add +134.6% 2,843 $103K
Parallel Advisors, LLC 0.00% Add +498.1% 2,500 $90K
Clearstead Advisors, LLC 0.00% Reduce -23.4% 2,358 $85K
Sound Income Strategies, LLC 0.00% Add +1811.2% 2,045 $75K
O'shaughnessy Asset Management, LLC 0.00% No change 2,008 $73K
Ashton Thomas Private Wealth, LLC 0.00% New 1,999 $72K
Lanark Financial, Inc. 0.00% Reduce -0.1% 1,634 $59K
BlackRock, Inc. 0.00% New 1,616 $58K
Synergy Investment Management, LLC 0.02% New 1,534 $55K
Creative Financial Designs Inc. 0.00% Reduce -3.7% 1,508 $55K
Steward Partners Investment Advisory, LLC 0.00% Reduce -5.9% 1,452 $53K
Rossby Financial, LCC 0.01% Add +50.1% 1,298 $47K
Tucker Asset Management LLC 0.01% Reduce -45.8% 1,300 $47K
Rockefeller Capital Management L.P. 0.00% New 1,164 $42K
Fifth Third Bancorp 0.00% New 827 $30K
Larson Financial Group LLC 0.00% Reduce -69.1% 507 $18K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -48.7% 500 $18K
Cullen/Frost Bankers, Inc. 0.00% Add +67.1% 478 $17K
Alerus Financial NA 0.00% No change 450 $16K
WealthShield Partners, LLC 0.00% Add +2.0% 449 $16K
Capital Investment Advisory Services, LLC 0.00% Reduce -13.7% 417 $15K
Smartleaf Asset Management LLC 0.00% Reduce -25.8% 417 $15K
Topsail Wealth Management, LLC 0.00% No change 400 $14K
My Portfolio Guide, LLC 0.01% — 310 $11K
Farther Finance Advisors, LLC 0.00% New 301 $11K
Federation des caisses Desjardins du Quebec 0.00% No change 248 $9K
Northwestern Mutual Wealth Management Co. 0.00% Add +305.2% 235 $9K
Spire Wealth Management 0.00% Add +461.0% 230 $8K
Transamerica Financial Advisors, LLC 0.00% Add +43.4% 218 $8K
FMR LLC 0.00% Reduce -26.9% 179 $6K
Allspring Global Investments Holdings, LLC 0.00% No change 167 $6K
Realta Investment Advisors 0.00% New 139 $5K
Capital Analysts, LLC 0.00% No change 116 $4K
Arax Advisory Partners 0.00% No change 100 $4K
American National Bank & Trust 0.00% No change 94 $3K
Simplex Trading, LLC 0.00% New 85 $3K
Key Financial Inc 0.00% No change 82 $3K
MPWM Advisory Solutions, LLC 0.00% New 58 $2K
Russell Investments Group, Ltd. 0.00% New 47 $2K
AdvisorNet Financial, Inc 0.00% Reduce -72.8% 43 $2K
Guardian Wealth Advisors, LLC / NC 0.00% New 40 $1K
Aptus Capital Advisors, LLC 0.00% No change 40 $1K
Strive Financial Group ,LLC 0.00% New 15 $1K
Key Capital Management, INC 0.00% New 23 $832
Elevated Capital Advisors, LLC 0.00% No change 7 $253
Davis Capital Management 0.00% No change 1 $37
Holos Integrated Wealth LLC 0.00% New 1 $37

"% of holder's portfolio" is FTXO's weight in each manager's 13F, not the share of First Trust Nasdaq Bank ETF the manager owns.