Skip to content
Disclosery

FTXO FIRST TR EXCHANGE TRADED FD

Follow

NASDAQ BK ETF (fund)

124 managers (124 13F filers) reported a position in FTXO shares at 2026-03-31, 6,731,080 shares in all. 24 filers opened a position and 12 filers sold out during the quarter.

Managers
124
13F filers
124
New
24
Added
40
Reduced
44
Sold out
12
Shares held by filers
6,731,080

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN847,949$30.7M0.01%+398,86413F-HR/ATimelineGroup
LPL Financial LLC698,952$25.3M0.01%-17,55913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY608,387$22M<0.01%+97,21113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP372,500$13.5M0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA297,436$10.8M<0.01%+203,37813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/288,154$10.4M<0.01%+27,27313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC282,990$10.2M<0.01%+136,01913F-HRTimelineGroup
UBS Group AGin group UBS Group AG220,098$7.96M<0.01%+11,27913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC202,219$7.31M<0.01%-62,93513F-HRTimelineGroup
TradeWell Securities, LLC.168,177$6.08M2.56%-8,32213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC159,143$5.76M<0.01%+144,54613F-HR/ATimelineGroup
Arkadios Wealth Advisors157,712$5.7M0.09%new13F-HRTimeline
Wagner Wealth Management, LLC157,014$5.68M1.15%-1,49513F-HRTimeline
NewEdge Advisors, LLC150,000$5.43M0.02%+68,59313F-HR/ATimeline
DAYMARK WEALTH PARTNERS, LLC129,645$4.69M0.15%new13F-HRTimeline
Cetera Investment Advisers129,152$4.67M<0.01%-15,84113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC107,075$3.87M<0.01%+30,27613F-HRTimelineGroup
Cambridge Investment Research Advisors,…101,346$3.67M0.01%+2,62713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…99,522$3.6M0.09%+92,45613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP91,120$3.3M<0.01%-12,74613F-HRTimelineGroup
Janney Montgomery Scott LLC90,289$3.27M0.01%-31413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …89,590$3.24M0.04%-28,57313F-HRTimelineGroup
PFG Advisors87,691$3.17M0.15%+16,34613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC79,860$2.89M0.01%-22,41613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…78,411$2.84M<0.01%+42,43913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC72,593$2.63M<0.01%+47,43913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC70,306$2.54M0.03%+6,27513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC62,695$2.27M0.01%+48113F-HRTimelineGroup
World Investment Advisors51,789$1.87M0.03%+16,56113F-HRTimeline
Nilsine Partners, LLC46,480$1.81M0.14%+13,51913F-HRTimeline
Cyndeo Wealth Partners, LLC41,649$1.51M0.08%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,027$1.41M<0.01%-2,77013F-HRTimelineGroup
Gateway Wealth Partners, LLC37,962$1.37M0.05%+4,85913F-HRTimeline
Prospera Financial Services Inc34,741$1.26M0.02%+1,43313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,376$1.21M<0.01%new13F-HRTimelineGroup
Holistic Financial Partners32,683$1.18M0.44%+7,36513F-HRTimeline
IFP Advisors, Inc31,673$1.15M0.02%-6,56813F-HRTimeline
Englebert Financial Advisers, LLC26,438$956K1.09%+15,62313F-HRTimeline
D.A. DAVIDSON & CO.22,046$797K<0.01%+2,51413F-HRTimeline
Snowden Capital Advisors LLC21,742$786K0.02%-15,36513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp19,152$693K<0.01%-7,39613F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC18,302$662K0.23%+3,60413F-HRTimeline
NewEdge Wealth, LLC18,154$657K0.01%-22113F-HRTimeline
AE Wealth Management LLC17,916$648K<0.01%-1,55313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,870$646K<0.01%-21,68913F-HRTimelineGroup
HBW ADVISORY SERVICES LLC16,277$589K0.06%+41413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd16,193$586K0.01%new13F-HRTimelineGroup
Atria Investments, Inc15,978$578K0.01%-2,10613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,280$553K<0.01%-76713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.14,443$522K<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,227$500K<0.01%+113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,646$457K<0.01%-3,31813F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …11,690$423K0.02%-48513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC11,558$418K<0.01%+41013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…9,723$352K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,962$328K0.02%-10113F-HRTimeline
Sanctuary Advisors, LLC8,881$321K<0.01%-1,81513F-HRTimeline
HARBOUR INVESTMENTS, INC.8,676$314K<0.01%+36713F-HRTimeline
BETO FINANCIAL GROUP, LLC8,082$312K0.18%-5,31113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,454$306K0.02%+2,71813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,932$291K<0.01%-1,62213F-HRTimeline
Advisory Services Network, LLC7,969$288K<0.01%new13F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC7,874$285K0.03%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,032$281K<0.01%-8,80613F-HR/ATimelineGroup
PURSUE WEALTH PARTNERS LLC7,361$266K0.16%013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.6,765$245K0.26%-85413F-HRTimeline
Orion Porfolio Solutions, LLC6,669$241K<0.01%-17,48713F-HRTimeline
CWM, LLCin group CWM, LLC6,527$236K<0.01%+6,20513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,525$236K<0.01%-2,85013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC6,434$233K0.01%-1,19513F-HR/ATimeline
HRT FINANCIAL LP6,189$223K<0.01%new13F-HRTimeline
NOVEM GROUP6,137$222K0.03%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,886$213K<0.01%+55813F-HRTimelineGroup
Signature Equity Partners, LLC5,836$211K0.11%-15,33713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.5,805$210K0.07%-5013F-HRTimeline
MML INVESTORS SERVICES, LLC5,560$201K<0.01%-15613F-HRTimeline
Geneos Wealth Management Inc.2,843$103K<0.01%+1,63113F-HRTimeline
Parallel Advisors, LLC2,500$90.4K<0.01%+2,08213F-HR/ATimeline
Clearstead Advisors, LLC2,358$85.3K<0.01%-71913F-HRTimeline
Sound Income Strategies, LLC2,045$74.8K<0.01%+1,93813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,008$72.6K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,999$72.3K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1,634$59.1K<0.01%-213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,616$58.5K<0.01%new13F-HRTimelineGroup
Synergy Investment Management, LLC1,534$55.5K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,508$54.6K<0.01%-5813F-HRTimeline
Steward Partners Investment Advisory, L…1,452$52.5K<0.01%-9113F-HRTimeline
Rossby Financial, LCC1,298$47.5K0.01%+43313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,300$47K0.01%-1,10013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,164$42.1K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…827$29.9K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC507$18.4K<0.01%-1,13613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…500$18.1K0.01%-47513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.478$17.3K<0.01%+19213F-HRTimelineGroup
ALERUS FINANCIAL NA450$16.3K<0.01%013F-HRTimeline
WealthShield Partners, LLC449$16.2K<0.01%+913F-HRTimeline
Capital Investment Advisory Services, L…417$15.1K<0.01%-6613F-HRTimeline
Smartleaf Asset Management LLC417$14.6K<0.01%-14513F-HRTimeline
Topsail Wealth Management, LLC400$14.5K<0.01%013F-HRTimeline
My Portfolio Guide, LLC310$11.2K0.01%13F-HRTimeline
Farther Finance Advisors, LLC301$11K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…248$8.97K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…235$8.5K<0.01%+17713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management230$8.33K<0.01%+18913F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…218$7.9K<0.01%+6613F-HRTimelineGroup
FMR LLCin group FMR LLC179$6.47K<0.01%-6613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …167$6.08K<0.01%013F-HRTimelineGroup
Realta Investment Advisors139$5.03K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC116$4K<0.01%013F-HRTimelineGroup
Arax Advisory Partners100$3.62K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST94$3.4K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC85$3.07K<0.01%new13F-HRTimeline
Key Financial Inc82$2.97K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC58$2.1K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…47$1.7K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc43$1.55K<0.01%-11513F-HRTimeline
Aptus Capital Advisors, LLC40$1.45K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC40$1.45K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC15$1K<0.01%new13F-HRTimeline
Key Capital Management, INC23$832<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC7$253<0.01%013F-HRTimeline
Davis Capital Management1$37<0.01%013F-HRTimeline
Holos Integrated Wealth LLC1$37<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.0$00%-12013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.