First Trust Nasdaq Oil & Gas (FTXN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Truist Financial Corp

DECREASED

Shares116,725 from 116,846

Change-121 (0%)

Value$4.4M (+$527.1K)

Filed 2026-10-30

TriaGen Wealth Management LLC

NEW

Shares62,934

Change+62,934

Value$2.4M

Filed 2026-10-14

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares54,892 from 37,566

Change+17,326 (+46%)

Value$2.1M (+$829.0K)

Filed 2026-11-02

SFI Advisors, LLC

DECREASED

Shares45,220 from 45,382

Change-162 (0%)

Value$1.7M (+$200.3K)

Filed 2026-10-30

Wealth Enhancement Advisory Services, LLC

NEW

Shares36,494

Change+36,494

Value$1.5M

Filed 2026-10-13

International Assets Investment Management, LLC

DECREASED

Shares34,167 from 34,367

Change-200 (-1%)

Value$1.3M (+$190.2K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares26,303 from 24,857

Change+1,446 (+6%)

Value$999.0K (+$168.0K)

Filed 2026-11-02

MinichMacGregor Wealth Management, LLC

NEW

Shares17,948

Change+17,948

Value$681.7K

Filed 2026-10-14

Concurrent Investment Advisors, LLC

INCREASED

Shares16,938 from 8,463

Change+8,475 (+100%)

Value$643.3K (+$360.4K)

Filed 2026-10-16

Adamsbrown Wealth Consultants LLC

INCREASED

Shares16,630 from 16,524

Change+106 (+1%)

Value$631.6K (+$79.2K)

Filed 2026-10-20

Englebert Financial Advisers, LLC

NEW

Shares16,317

Change+16,317

Value$619.7K

Filed 2026-10-20

Parallel Advisors, LLC

INCREASED

Shares10,494 from 6,038

Change+4,456 (+74%)

Value$398.6K (+$196.7K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

INCREASED

Shares9,868 from 9,804

Change+64 (+1%)

Value$374.8K (+$47.1K)

Filed 2026-11-02

Claro Advisors Inc.

NEW

Shares9,120

Change+9,120

Value$346.4K

Filed 2026-11-02

Davenport & Co LLC

DECREASED

Shares7,249 from 8,538

Change-1,289 (-15%)

Value$275.3K (-$10.1K)

Filed 2026-10-14

MGO One Seven LLC

UNCHANGED

Shares6,226 from 6,226

Change0 (0%)

Value$236.5K (+$28.3K)

Filed 2026-10-28

Citigroup Inc

INCREASED

Shares6,224 from 3,049

Change+3,175 (+104%)

Value$236.4K (+$134.5K)

Filed 2026-11-04

LexAurum Advisors, LLC

NEW

Shares6,000

Change+6,000

Value$227.9K

Filed 2026-10-19

Activest Wealth Management

UNCHANGED

Shares5,524 from 5,524

Change0 (0%)

Value$209.8K (+$25.1K)

Filed 2026-10-15

Lanark Financial, Inc.

INCREASED

Shares1,073 from 1,057

Change+16 (+2%)

Value$40.7K (+$5.4K)

Filed 2026-10-26

Private Trust Co NA

DECREASED

Shares1,060 from 1,374

Change-314 (-23%)

Value$40.3K (-$5.7K)

Filed 2026-10-20

Hilton Head Capital Partners, LLC

UNCHANGED

Shares982 from 982

Change0 (0%)

Value$37.3K (+$4.5K)

Filed 2026-10-23

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares900 from 900

Change0 (0%)

Value$19.0K (+$19.0K)

Filed 2026-11-04

Westside Investment Management, Inc.

UNCHANGED

Shares549 from 549

Change0 (0%)

Value$20.9K (+$2.5K)

Filed 2026-11-02

Golden State Wealth Management, LLC

INCREASED

Shares507 from 504

Change+3 (+1%)

Value$19.3K (+$2.4K)

Filed 2026-11-02

Signature Equity Partners, LLC

UNCHANGED

Shares335 from 335

Change0 (0%)

Value$12.7K (+$1.5K)

Filed 2026-10-29

Insight Inv LLC

UNCHANGED

Shares201 from 201

Change0 (0%)

Value$7.6K (+$916)

Filed 2026-10-27

Fifth Third Bancorp

NEW

Shares200

Change+200

Value$7.6K

Filed 2026-11-05

Rossby Financial, LCC

DECREASED

Shares167 from 196

Change-29 (-15%)

Value$6.3K (-$209)

Filed 2026-11-05

Archer Investment Corp

INCREASED

Shares69 from 68

Change+1 (+1%)

Value$2.6K (+$327)

Filed 2026-11-05

Blue Trust, Inc.

UNCHANGED

Shares48 from 48

Change0 (0%)

Value$1.8K (+$218)

Filed 2026-10-15

Realta Investment Advisors

DECREASED

Shares1 from 18,497

Change-18,496 (-100%)

Value$33 (-$618.3K)

Filed 2026-10-14

StoneX Group Inc.

CLOSED

Shares0 from 15,337

Change-15,337 (-100%)

Value$0 (-$520.0K)

Filed 2026-11-03

MCF Advisors LLC

CLOSED

Shares0 from 1,376

Change-1,376 (-100%)

Value$0 (-$46.0K)

Filed 2026-10-28

IFP Advisors, Inc

CLOSED

Shares0 from 160

Change-160 (-100%)

Value$0 (-$5.3K)

Filed 2026-10-16

Morgan Stanley

N/A

Shares— from 440,208

Change-440,208 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 319,934

Change-319,934 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 319,764

Change-319,764 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 244,013

Change-244,013 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 215,996

Change-215,996 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 214,781

Change-214,781 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 137,341

Change-137,341 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 104,626

Change-104,626 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 94,547

Change-94,547 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 76,251

Change-76,251 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 75,224

Change-75,224 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 73,582

Change-73,582 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 71,704

Change-71,704 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 63,049

Change-63,049 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 61,282

Change-61,282 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 49,366

Change-49,366 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 43,192

Change-43,192 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 42,228

Change-42,228 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 29,383

Change-29,383 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 28,352

Change-28,352 (-100%)

Value—

Tudor Financial Inc.

N/A

Shares— from 25,730

Change-25,730 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 23,585

Change-23,585 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 22,043

Change-22,043 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 21,959

Change-21,959 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 18,500

Change-18,500 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 18,148

Change-18,148 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 13,716

Change-13,716 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 12,954

Change-12,954 (-100%)

Value—

Pgim Custom Harvest LLC

N/A

Shares— from 12,835

Change-12,835 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 12,106

Change-12,106 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 10,544

Change-10,544 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 10,176

Change-10,176 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 9,755

Change-9,755 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 8,918

Change-8,918 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 8,391

Change-8,391 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 7,691

Change-7,691 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 7,199

Change-7,199 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 6,759

Change-6,759 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 6,549

Change-6,549 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 6,050

Change-6,050 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 3,607

Change-3,607 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,486

Change-3,486 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 3,125

Change-3,125 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 2,728

Change-2,728 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,262

Change-2,262 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,065

Change-2,065 (-100%)

Value—

HighMark Wealth Management LLC

N/A

Shares— from 1,150

Change-1,150 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,130

Change-1,130 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 1,105

Change-1,105 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,019

Change-1,019 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 666

Change-666 (-100%)

Value—

Westfuller Advisors, LLC

N/A

Shares— from 649

Change-649 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 338

Change-338 (-100%)

Value—

Jackson, Grant Investment Advisers, Inc.

N/A

Shares— from 318

Change-318 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 180

Change-180 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 138

Change-138 (-100%)

Value—

Kiker Wealth Management, LLC

N/A

Shares— from 72

Change-72 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 0

Change0

Value—

	Status
Truist Financial Corp	DECREASED	116,725	116,846	-121	0%	$3.9M	$4.4M	+$527.1K	2026-10-30
TriaGen Wealth Management LLC	NEW	62,934	—	+62,934	—	—	$2.4M	—	2026-10-14
Cambridge Investment Research Advisors, Inc.	INCREASED	54,892	37,566	+17,326	+46%	$1.3M	$2.1M	+$829.0K	2026-11-02
SFI Advisors, LLC	DECREASED	45,220	45,382	-162	0%	$1.5M	$1.7M	+$200.3K	2026-10-30
Wealth Enhancement Advisory Services, LLC	NEW	36,494	—	+36,494	—	—	$1.5M	—	2026-10-13
International Assets Investment Management, LLC	DECREASED	34,167	34,367	-200	-1%	$1.1M	$1.3M	+$190.2K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	26,303	24,857	+1,446	+6%	$831.0K	$999.0K	+$168.0K	2026-11-02
MinichMacGregor Wealth Management, LLC	NEW	17,948	—	+17,948	—	—	$681.7K	—	2026-10-14
Concurrent Investment Advisors, LLC	INCREASED	16,938	8,463	+8,475	+100%	$282.9K	$643.3K	+$360.4K	2026-10-16
Adamsbrown Wealth Consultants LLC	INCREASED	16,630	16,524	+106	+1%	$552.4K	$631.6K	+$79.2K	2026-10-20
Englebert Financial Advisers, LLC	NEW	16,317	—	+16,317	—	—	$619.7K	—	2026-10-20
Parallel Advisors, LLC	INCREASED	10,494	6,038	+4,456	+74%	$201.9K	$398.6K	+$196.7K	2026-11-03
Commonwealth Equity Services, LLC	INCREASED	9,868	9,804	+64	+1%	$327.7K	$374.8K	+$47.1K	2026-11-02
Claro Advisors Inc.	NEW	9,120	—	+9,120	—	—	$346.4K	—	2026-11-02
Davenport & Co LLC	DECREASED	7,249	8,538	-1,289	-15%	$285.4K	$275.3K	-$10.1K	2026-10-14
MGO One Seven LLC	UNCHANGED	6,226	6,226	0	0%	$208.1K	$236.5K	+$28.3K	2026-10-28
Citigroup Inc	INCREASED	6,224	3,049	+3,175	+104%	$101.9K	$236.4K	+$134.5K	2026-11-04
LexAurum Advisors, LLC	NEW	6,000	—	+6,000	—	—	$227.9K	—	2026-10-19
Activest Wealth Management	UNCHANGED	5,524	5,524	0	0%	$184.7K	$209.8K	+$25.1K	2026-10-15
Lanark Financial, Inc.	INCREASED	1,073	1,057	+16	+2%	$35.4K	$40.7K	+$5.4K	2026-10-26
Private Trust Co NA	DECREASED	1,060	1,374	-314	-23%	$45.9K	$40.3K	-$5.7K	2026-10-20
Hilton Head Capital Partners, LLC	UNCHANGED	982	982	0	0%	$32.8K	$37.3K	+$4.5K	2026-10-23
Hazlett, Burt & Watson, Inc.	UNCHANGED	900	900	0	0%	$30	$19.0K	+$19.0K	2026-11-04
Westside Investment Management, Inc.	UNCHANGED	549	549	0	0%	$18.4K	$20.9K	+$2.5K	2026-11-02
Golden State Wealth Management, LLC	INCREASED	507	504	+3	+1%	$16.8K	$19.3K	+$2.4K	2026-11-02
Signature Equity Partners, LLC	UNCHANGED	335	335	0	0%	$11.2K	$12.7K	+$1.5K	2026-10-29
Insight Inv LLC	UNCHANGED	201	201	0	0%	$6.7K	$7.6K	+$916	2026-10-27
Fifth Third Bancorp	NEW	200	—	+200	—	—	$7.6K	—	2026-11-05
Rossby Financial, LCC	DECREASED	167	196	-29	-15%	$6.6K	$6.3K	-$209	2026-11-05
Archer Investment Corp	INCREASED	69	68	+1	+1%	$2.3K	$2.6K	+$327	2026-11-05
Blue Trust, Inc.	UNCHANGED	48	48	0	0%	$1.6K	$1.8K	+$218	2026-10-15
Realta Investment Advisors	DECREASED	1	18,497	-18,496	-100%	$618.4K	$33	-$618.3K	2026-10-14
StoneX Group Inc.	CLOSED	0	15,337	-15,337	-100%	$520.0K	$0	-$520.0K	2026-11-03
MCF Advisors LLC	CLOSED	0	1,376	-1,376	-100%	$46.0K	$0	-$46.0K	2026-10-28
IFP Advisors, Inc	CLOSED	0	160	-160	-100%	$5.3K	$0	-$5.3K	2026-10-16
Morgan Stanley	N/A	—	440,208	-440,208	-100%	$14.7M	—	—	—
LPL Financial LLC	N/A	—	319,934	-319,934	-100%	$10.7M	—	—	—
Wells Fargo & Company	N/A	—	319,764	-319,764	-100%	$10.7M	—	—	—
Raymond James Financial Inc	N/A	—	244,013	-244,013	-100%	$8.2M	—	—	—
Two Sigma Investments, LP	N/A	—	215,996	-215,996	-100%	$7.2M	—	—	—
Summit Financial, LLC	N/A	—	214,781	-214,781	-100%	$7.2M	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	137,341	-137,341	-100%	$4.6M	—	—	—
Benjamin Edwards Inc	N/A	—	104,626	-104,626	-100%	$3.5M	—	—	—
Royal Bank of Canada	N/A	—	94,547	-94,547	-100%	$3.2M	—	—	—
Cetera Investment Advisers	N/A	—	76,251	-76,251	-100%	$2.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	75,224	-75,224	-100%	$2.5M	—	—	—
HRT Financial LP	N/A	—	73,582	-73,582	-100%	$2.5M	—	—	—
WCG Wealth Advisors LLC	N/A	—	71,704	-71,704	-100%	$2.4M	—	—	—
Citadel Advisors LLC	N/A	—	63,049	-63,049	-100%	$2.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	61,282	-61,282	-100%	$2.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	49,366	-49,366	-100%	$1.7M	—	—	—
Qube Research & Technologies Ltd	N/A	—	43,192	-43,192	-100%	$1.4M	—	—	—
Flow Traders U.S. LLC	N/A	—	42,228	-42,228	-100%	$1.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	29,383	-29,383	-100%	$983.0K	—	—	—
Quantinno Capital Management LP	N/A	—	28,352	-28,352	-100%	$947.8K	—	—	—
Tudor Financial Inc.	N/A	—	25,730	-25,730	-100%	$860.1K	—	—	—
Kovack Advisors, Inc.	N/A	—	23,585	-23,585	-100%	$783.1K	—	—	—
JPMorgan Chase & Co	N/A	—	22,043	-22,043	-100%	$742.7K	—	—	—
Regal Investment Advisors LLC	N/A	—	21,959	-21,959	-100%	$734.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	18,500	-18,500	-100%	$618.4K	—	—	—
Marshall Wace, LLP	N/A	—	18,148	-18,148	-100%	$606.7K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	13,716	-13,716	-100%	$458.5K	—	—	—
MML Investors Services, LLC	N/A	—	12,954	-12,954	-100%	$433.1K	—	—	—
Pgim Custom Harvest LLC	N/A	—	12,835	-12,835	-100%	$429.1K	—	—	—
Janney Montgomery Scott LLC	N/A	—	12,106	-12,106	-100%	$405.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	10,544	-10,544	-100%	$352.5K	—	—	—
Stifel Financial Corp	N/A	—	10,176	-10,176	-100%	$340.2K	—	—	—
Mutual Advisors, LLC	N/A	—	9,755	-9,755	-100%	$326.1K	—	—	—
Harvest Investment Services, LLC	N/A	—	8,918	-8,918	-100%	$298.1K	—	—	—
Mariner, LLC	N/A	—	8,391	-8,391	-100%	$280.5K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	7,691	-7,691	-100%	$257.1K	—	—	—
Arax Advisory Partners	N/A	—	7,199	-7,199	-100%	$240.7K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	6,759	-6,759	-100%	$226.0K	—	—	—
Private Advisor Group, LLC	N/A	—	6,549	-6,549	-100%	$218.9K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	6,050	-6,050	-100%	$202.3K	—	—	—
Centaurus Financial, Inc.	N/A	—	3,607	-3,607	-100%	$121.0K	—	—	—
Harbour Investments, Inc.	N/A	—	3,486	-3,486	-100%	$116.5K	—	—	—
EP Wealth Advisors, LLC	N/A	—	3,125	-3,125	-100%	$104.5K	—	—	—
FAS Wealth Partners, Inc.	N/A	—	2,728	-2,728	-100%	$91.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,262	-2,262	-100%	$75.6K	—	—	—
FMR LLC	N/A	—	2,065	-2,065	-100%	$69.0K	—	—	—
HighMark Wealth Management LLC	N/A	—	1,150	-1,150	-100%	$38.4K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,130	-1,130	-100%	$37.8K	—	—	—
Anchor Investment Management, LLC	N/A	—	1,105	-1,105	-100%	$36.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,019	-1,019	-100%	$34.1K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	666	-666	-100%	$22.3K	—	—	—
Westfuller Advisors, LLC	N/A	—	649	-649	-100%	$21.7K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	338	-338	-100%	$11.3K	—	—	—
Jackson, Grant Investment Advisers, Inc.	N/A	—	318	-318	-100%	$10.6K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	200	-200	-100%	$6.7K	—	—	—
AE Wealth Management LLC	N/A	—	180	-180	-100%	$6.0K	—	—	—
Bank of Montreal	N/A	—	138	-138	-100%	$4.6K	—	—	—
Kiker Wealth Management, LLC	N/A	—	72	-72	-100%	$2.4K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	17	-17	-100%	$571	—	—	—
BFC Planning, Inc.	N/A	—	0	0	—	$6	—	—	—

Showing 95 of 95 institutions