Who owns First Trust Nasdaq Bank ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FTXO from SEC Form 13F filings across 127 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 127 institutions disclosed 5.4M shares of First Trust Nasdaq Bank ETF worth $222.7M — about 75.8% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
127
13F holders
$222.7M
value, 2026 filers
75.8%
of shares outstanding (5.4M sh)
22
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FTXO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 760,600 | $31.4M | 0.0% | 10.7% | +8.8% |
| 2 | MORGAN STANLEY | 683,125 | $28.2M | 0.0% | 9.6% | +12.3% |
| 3 | WELLS FARGO & COMPANY/MN | 432,672 | $17.9M | 0.0% | 6.1% | -49.0% |
| 4 | BANK OF AMERICA CORP /DE/ | 413,577 | $17.1M | 0.0% | 5.8% | +43.5% |
| 5 | RAYMOND JAMES FINANCIAL INC | 265,877 | $11.0M | 0.0% | 3.7% | -6.0% |
| 6 | UBS Group AG | 248,339 | $10.3M | 0.0% | 3.5% | +12.8% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 203,170 | $8.4M | 0.0% | 2.9% | +0.5% |
| 8 | TradeWell Securities, LLC. | 156,933 | $6.5M | 2.3% | 2.2% | -6.7% |
| 9 | NewEdge Advisors, LLC | 154,964 | $6.4M | 0.0% | 2.2% | +14.5% |
| 10 | Wagner Wealth Management, LLC | 149,885 | $6.2M | 1.1% | 2.1% | -4.5% |
| 11 | Cetera Investment Advisers | 129,362 | $5.3M | 0.0% | 1.8% | +0.2% |
| 12 | DAYMARK WEALTH PARTNERS, LLC | 122,082 | $5.0M | 0.1% | 1.7% | -5.8% |
| 13 | Cambridge Investment Research Advisors, Inc. | 113,183 | $4.7M | 0.0% | 1.6% | +11.7% |
| 14 | OPPENHEIMER & CO INC | 100,384 | $4.1M | 0.0% | 1.4% | +12.0% |
| 15 | ROYAL BANK OF CANADA | 100,141 | $4.1M | 0.0% | 1.4% | -66.3% |
| 16 | PFG Advisors | 98,047 | $4.1M | 0.2% | 1.4% | +11.8% |
| 17 | TWO SIGMA INVESTMENTS, LP | 95,800 | $4.0M | 0.0% | 1.3% | -74.3% |
| 18 | Janney Montgomery Scott LLC | 83,920 | $3.5M | 0.0% | 1.2% | -7.1% |
| 19 | TRUIST FINANCIAL CORP | 81,354 | $3.4M | 0.0% | 1.1% | -10.7% |
| 20 | ASSETMARK, INC | 81,259 | $3.4M | 0.0% | 1.1% | +1.8% |
| 21 | Kestra Advisory Services, LLC | 65,506 | $2.7M | 0.0% | 0.9% | +4.5% |
| 22 | GOLDMAN SACHS GROUP INC | 53,197 | $2.2M | 0.0% | 0.7% | -50.3% |
| 23 | World Investment Advisors | 51,809 | $1.9M | 0.0% | 0.7% | 0.0% |
| 24 | OSAIC HOLDINGS, INC. | 40,709 | $1.7M | 0.0% | 0.6% | +4.3% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,213 | $1.4M | 0.0% | 0.5% | -56.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.