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First Trust Nasdaq Oil & Gas (FTXN)

CUSIP: 33738R845 | NYSE | 262 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.20,689,47971.1%New 5%+ stakeSep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.20,689,479
71.1% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Truist Financial Corp116,725
0.0% of portfolio›$4.4M
TriaGen Wealth Management LLC62,934
0.6% of portfolio›$2.4M
Cambridge Investment Research Advisors, Inc.54,892
0.0% of portfolio›$2.1M
SFI Advisors, LLC45,220
1.4% of portfolio›$1.7M
Wealth Enhancement Advisory Services, LLC36,494
0.0% of portfolio›$1.5M
International Assets Investment Management, LLC34,167
0.1% of portfolio›$1.3M
Kestra Advisory Services, LLC26,303
0.0% of portfolio›$999.0K
MinichMacGregor Wealth Management, LLC17,948
0.1% of portfolio›$681.7K
Concurrent Investment Advisors, LLC16,938
0.0% of portfolio›$643.3K
Adamsbrown Wealth Consultants LLC16,630
0.1% of portfolio›$631.6K
Englebert Financial Advisers, LLC16,317
0.6% of portfolio›$619.7K
Parallel Advisors, LLC10,494
0.0% of portfolio›$398.6K
Commonwealth Equity Services, LLC9,868
0.0% of portfolio›$374.8K
Claro Advisors Inc.9,120
0.0% of portfolio›$346.4K
Davenport & Co LLC7,249
0.0% of portfolio›$275.3K
MGO One Seven LLC6,226
0.0% of portfolio›$236.5K
Citigroup Inc6,224
0.0% of portfolio›$236.4K
LexAurum Advisors, LLC6,000
0.0% of portfolio›$227.9K
Activest Wealth Management5,524
0.0% of portfolio›$209.8K
Lanark Financial, Inc.1,073
0.0% of portfolio›$40.7K
Private Trust Co NA1,060
0.0% of portfolio›$40.3K
Hilton Head Capital Partners, LLC982
0.0% of portfolio›$37.3K
Hazlett, Burt & Watson, Inc.900
0.0% of portfolio›$19.0K
Westside Investment Management, Inc.549
0.0% of portfolio›$20.9K
Golden State Wealth Management, LLC507
0.0% of portfolio›$19.3K
Signature Equity Partners, LLC335
0.0% of portfolio›$12.7K
Insight Inv LLC201
0.0% of portfolio›$7.6K
Fifth Third Bancorp200
0.0% of portfolio›$7.6K
Rossby Financial, LCC167
0.0% of portfolio›$6.3K
Archer Investment Corp69
0.0% of portfolio›$2.6K
Blue Trust, Inc.48
0.0% of portfolio›$1.8K
Realta Investment Advisors1
0.0% of portfolio›$33
StyleTurnoverLocationFiled
Truist Financial Corp
116,725$4.4M0.0%CoreLowCharlotte, NC2026-10-30
TriaGen Wealth Management LLC
62,934$2.4M0.6%CoreMediumCalabasas, CA2026-10-14
Cambridge Investment Research Advisors, Inc.
54,892$2.1M0.0%ETFLowFairfield, IA2026-11-02
SFI Advisors, LLC
45,220$1.7M1.4%ETFLowMontclair, NJ2026-10-30
Wealth Enhancement Advisory Services, LLC
36,494$1.5M0.0%CoreLowPlymouth, MN2026-10-13
International Assets Investment Management, LLC
34,167$1.3M0.1%CoreVery HighOrlando, FL2026-11-02
Kestra Advisory Services, LLC
26,303$999.0K0.0%CoreLowAustin, TX2026-11-02
MinichMacGregor Wealth Management, LLC
17,948$681.7K0.1%ETFHighSaratoga Springs, NY2026-10-14
Concurrent Investment Advisors, LLC
16,938$643.3K0.0%GrowthMediumTampa, FL2026-10-16
Adamsbrown Wealth Consultants LLC
16,630$631.6K0.1%ETFLowWichita, KS2026-10-20
Englebert Financial Advisers, LLC
16,317$619.7K0.6%ETFMediumAllentown, PA2026-10-20
Parallel Advisors, LLC
10,494$398.6K0.0%IndexLowSan Francisco, CA2026-11-03
Commonwealth Equity Services, LLC
9,868$374.8K0.0%ETFLowWaltham, MA2026-11-02
Claro Advisors Inc.
9,120$346.4K0.0%CoreLowBoston, MA2026-11-02
Davenport & Co LLC
7,249$275.3K0.0%CoreMediumRichmond, VA2026-10-14
MGO One Seven LLC
6,226$236.5K0.0%GrowthLowBeachwood, OH2026-10-28
Citigroup Inc
6,224$236.4K0.0%CoreMediumNew York, NY2026-11-04
LexAurum Advisors, LLC
6,000$227.9K0.0%ETFLowOverland Park, KS2026-10-19
Activest Wealth Management
5,524$209.8K0.0%ETFLowAventura, FL2026-10-15
Lanark Financial, Inc.
1,073$40.7K0.0%CoreMediumBirmingham, AL2026-10-26
Private Trust Co NA
1,060$40.3K0.0%CoreLowCleveland, OH2026-10-20
Hilton Head Capital Partners, LLC
982$37.3K0.0%CoreMediumHilton Head Island, SC2026-10-23
Hazlett, Burt & Watson, Inc.
900$19.0K0.0%CoreVery LowWheeling, WV2026-11-04
Westside Investment Management, Inc.
549$20.9K0.0%GrowthLowSanta Monica, CA2026-11-02
Golden State Wealth Management, LLC
507$19.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Signature Equity Partners, LLC
335$12.7K0.0%GrowthMediumColumbus, OH2026-10-29
Insight Inv LLC
201$7.6K0.0%CoreVery LowEl Segundo, CA2026-10-27
Fifth Third Bancorp
200$7.6K0.0%IndexVery LowCincinnati, OH2026-11-05
Rossby Financial, LCC
167$6.3K0.0%ETFMediumMelbourne, FL2026-11-05
Archer Investment Corp
69$2.6K0.0%CoreMediumCarmel, IN2026-11-05
Blue Trust, Inc.
48$1.8K0.0%ETFLowBrentwood, TN2026-10-15
Realta Investment Advisors
1$330.0%GrowthMediumWilmington, DE2026-10-14