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First Trust Nasdaq Pharmaceu (FTXH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Nilsine Partners, LLC
INCREASED
Shares554,955 from 28,057
Change+526,898 (+1878%)
Value$23.0M (+$21.9M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares324,329 from 151,471
Change+172,858 (+114%)
Value$13.4M (+$7.7M)
Filed 2026-11-06
NewSquare Capital LLC
NEW
Shares239,314
Change+239,314
Value$9.9M
Filed 2026-11-06
Oppenheimer & Co Inc
INCREASED
Shares145,018 from 114,183
Change+30,835 (+27%)
Value$6.0M (+$1.7M)
Filed 2026-10-26
D.A. Davidson & Co.
NEW
Shares89,274
Change+89,274
Value$3.7M
Filed 2026-10-28
Daymark Wealth Partners, LLC
NEW
Shares75,910
Change+75,910
Value$3.1M
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares60,885 from 52,126
Change+8,759 (+17%)
Value$2.5M (+$534.2K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares58,040 from 30,525
Change+27,515 (+90%)
Value$2.4M (+$1.2M)
Filed 2026-11-02
TriaGen Wealth Management LLC
NEW
Shares57,019
Change+57,019
Value$2.4M
Filed 2026-10-14
Spire Wealth Management
NEW
Shares52,257
Change+52,257
Value$2.2M
Filed 2026-10-30
Cyndeo Wealth Partners, LLC
NEW
Shares36,743
Change+36,743
Value$1.5M
Filed 2026-10-16
Davis Investment Partners, LLC
NEW
Shares32,406
Change+32,406
Value$1.3M
Filed 2026-11-05
Trust Co of Oklahoma
NEW
Shares30,927
Change+30,927
Value$1.3M
Filed 2026-10-15
MinichMacGregor Wealth Management, LLC
NEW
Shares23,337
Change+23,337
Value$967.8K
Filed 2026-10-14
Realta Investment Advisors
NEW
Shares19,199
Change+19,199
Value$796.2K
Filed 2026-10-14
Englebert Financial Advisers, LLC
NEW
Shares18,101
Change+18,101
Value$750.6K
Filed 2026-10-20
Compass Financial Management LLC
INCREASED
Shares14,221 from 756
Change+13,465 (+1781%)
Value$589.7K (+$560.3K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares12,770 from 10,734
Change+2,036 (+19%)
Value$529.6K (+$119.7K)
Filed 2026-11-02
Creative Financial Designs Inc
NEW
Shares10,946
Change+10,946
Value$453.9K
Filed 2026-11-04
Sound Income Strategies, LLC
INCREASED
Shares8,782 from 8,627
Change+155 (+2%)
Value$355.2K (+$25.8K)
Filed 2026-10-09
Flagship Harbor Advisors, LLC
INCREASED
Shares8,500 from 5,632
Change+2,868 (+51%)
Value$352.5K (+$137.4K)
Filed 2026-10-26
Claro Advisors Inc.
NEW
Shares7,528
Change+7,528
Value$312.2K
Filed 2026-11-02
Lanark Financial, Inc.
DECREASED
Shares1,161 from 1,162
Change-1 (0%)
Value$48.1K (+$3.8K)
Filed 2026-10-26
Asset Dedication, LLC
UNCHANGED
Shares593 from 593
Change0 (0%)
Value$24.6K (+$1.9K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$18.7K (+$1.5K)
Filed 2026-10-30
Princeton Global Asset Management LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$6.2K (+$493)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 4,421
Change-4,421 (-100%)
Value$0 (-$168.5K)
Filed 2026-11-02
Raymond James Financial Inc
N/A
Shares— from 54,968
Change-54,968 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 38,080
Change-38,080 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 33,987
Change-33,987 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 14,322
Change-14,322 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 13,730
Change-13,730 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,325
Change-9,325 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,340
Change-8,340 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,180
Change-8,180 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 6,833
Change-6,833 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,822
Change-6,822 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,917
Change-5,917 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,326
Change-4,326 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,556
Change-2,556 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 929
Change-929 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Nilsine Partners, LLC
INCREASED554,95528,057+526,898+1878%$1.1M$23.0M+$21.9M2026-11-02
LPL Financial LLC
INCREASED324,329151,471+172,858+114%$5.8M$13.4M+$7.7M2026-11-06
NewSquare Capital LLC
NEW239,314—+239,314——$9.9M—2026-11-06
Oppenheimer & Co Inc
INCREASED145,018114,183+30,835+27%$4.4M$6.0M+$1.7M2026-10-26
D.A. Davidson & Co.
NEW89,274—+89,274——$3.7M—2026-10-28
Daymark Wealth Partners, LLC
NEW75,910—+75,910——$3.1M—2026-11-04
Truist Financial Corp
INCREASED60,88552,126+8,759+17%$2.0M$2.5M+$534.2K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED58,04030,525+27,515+90%$1.2M$2.4M+$1.2M2026-11-02
TriaGen Wealth Management LLC
NEW57,019—+57,019——$2.4M—2026-10-14
Spire Wealth Management
NEW52,257—+52,257——$2.2M—2026-10-30
Cyndeo Wealth Partners, LLC
NEW36,743—+36,743——$1.5M—2026-10-16
Davis Investment Partners, LLC
NEW32,406—+32,406——$1.3M—2026-11-05
Trust Co of Oklahoma
NEW30,927—+30,927——$1.3M—2026-10-15
MinichMacGregor Wealth Management, LLC
NEW23,337—+23,337——$967.8K—2026-10-14
Realta Investment Advisors
NEW19,199—+19,199——$796.2K—2026-10-14
Englebert Financial Advisers, LLC
NEW18,101—+18,101——$750.6K—2026-10-20
Compass Financial Management LLC
INCREASED14,221756+13,465+1781%$29.5K$589.7K+$560.3K2026-10-30
Commonwealth Equity Services, LLC
INCREASED12,77010,734+2,036+19%$409.9K$529.6K+$119.7K2026-11-02
Creative Financial Designs Inc
NEW10,946—+10,946——$453.9K—2026-11-04
Sound Income Strategies, LLC
INCREASED8,7828,627+155+2%$329.5K$355.2K+$25.8K2026-10-09
Flagship Harbor Advisors, LLC
INCREASED8,5005,632+2,868+51%$215.1K$352.5K+$137.4K2026-10-26
Claro Advisors Inc.
NEW7,528—+7,528——$312.2K—2026-11-02
Lanark Financial, Inc.
DECREASED1,1611,162-10%$44.4K$48.1K+$3.8K2026-10-26
Asset Dedication, LLC
UNCHANGED59359300%$22.6K$24.6K+$1.9K2026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED45045000%$17.2K$18.7K+$1.5K2026-10-30
Princeton Global Asset Management LLC
UNCHANGED15015000%$5.7K$6.2K+$4932026-10-21
International Assets Investment Management, LLC
CLOSED04,421-4,421-100%$168.5K$0-$168.5K2026-11-02
Raymond James Financial Inc
N/A—54,968-54,968-100%$2.1M———
Marshall Investment Management, LLC
N/A—38,080-38,080-100%$1.5M———
Ameritas Investment Partners, Inc.
N/A—33,987-33,987-100%$1.3M———
Royal Bank of Canada
N/A—14,322-14,322-100%$547.0K———
Goldman Sachs Group Inc
N/A—13,730-13,730-100%$524.3K———
OneDigital Investment Advisors LLC
N/A—9,325-9,325-100%$356.1K———
Envestnet Asset Management Inc
N/A—8,340-8,340-100%$318.5K———
Stratos Wealth Partners, Ltd.
N/A—8,180-8,180-100%$312.4K———
Beto Financial Group, LLC
N/A—6,833-6,833-100%$259.8K———
Citadel Advisors LLC
N/A—6,822-6,822-100%$260.5K———
Morgan Stanley
N/A—5,917-5,917-100%$226.0K———
Bank of Montreal
N/A—4,326-4,326-100%$165.2K———
Osaic Holdings, Inc.
N/A—2,556-2,556-100%$97.6K———
Steward Partners Investment Advisory, LLC
N/A—1,046-1,046-100%$39.9K———
Harbour Investments, Inc.
N/A—929-929-100%$35.5K———
Wells Fargo & Company
N/A—1-1-100%$52———
BFC Planning, Inc.
N/A—00—$9———
Showing 44 of 44 institutions