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First Trust Nasdaq Oil & Gas ETF

90 hedge funds and large institutions have $88.5M invested in First Trust Nasdaq Oil & Gas ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3% less funds holding

Funds holding: 9390 (-3)

3.88% less ownership

Funds ownership: 60.12%56.23% (-3.9%)

6% less capital invested

Capital invested by funds: $94.4M → $88.5M (-$5.94M)

39% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 36

Holders
90
Holders Change
-3
Holders Change %
-3.23%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
22
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
76
Mark Sheptoff Financial Planning
Connecticut
$10.1K +$9.92K +333 New
HFS
77
Hughes Financial Services
Virginia
$10K +$9.83K +330 New
RF
78
Rossby Financial
Florida
$8.54K +$9.68K +325 New
CAM
79
Creekmur Asset Management
Illinois
$6.47K +$30 +1 +0.5%
IIL
80
Insight Inv LLC
California
$6.09K
AWM
81
AE Wealth Management
Kansas
$5.75K -$14.4K -484 -72%
JP Morgan Chase
82
JP Morgan Chase
New York
$5.66K +$5.54K +186 New
Comerica Bank
83
Comerica Bank
Texas
$5.48K
AAP
84
Arax Advisory Partners
Colorado
$5.15K +$5.07K +170 New
AF
85
Advisornet Financial
Minnesota
$3.35K +$3.31K +111 New
TFA
86
Transamerica Financial Advisors
Florida
$3K
KWM
87
Kiker Wealth Management
Georgia
$2.15K
AIC
88
Archer Investment Corporation
Indiana
$2K
BTI
89
Blue Trust Inc
Georgia
$1.45K
AssetMark Inc
90
AssetMark Inc
California
$30 -$507 -17 -94%
WWMSC
91
Wagner Wealth Management (South Carolina)
South Carolina
$15 -$1.13K -38 -97%
SPC
92
Sigma Planning Corp
Michigan
-$1.15M -40,084 Closed
AR
93
Apeiron RIA
Texas
-$600K -20,876 Closed
IAA
94
Independent Advisor Alliance
North Carolina
-$562K -19,546 Closed
CWA
95
Clarus Wealth Advisors
Arizona
-$516K -16,927 Closed
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
-$402K -13,976 Closed
SG
97
StoneX Group
New York
-$264K -9,177 Closed
NWMG
98
National Wealth Management Group
Ohio
-$244K -8,477 Closed
LWM
99
Laidlaw Wealth Management
New York
-$230K -7,999 Closed
Jane Street
100
Jane Street
New York
-$201K -6,978 Closed

FTXN Hedge Fund Activity: Q1 2025 in Review

90 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Oil & Gas ETF (FTXN) for Q1 2025, worth a combined $88.5M — down 6.3% from $94.4M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FTXN and 11 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 22 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.29M. The largest seller was Osaic Holdings, cutting an estimated $4.4M.

  • 90 institutional investors held First Trust Nasdaq Oil & Gas ETF (FTXN) as of Q1 2025, down from 93 in Q4 2024.
  • Funds reported $88.5M of First Trust Nasdaq Oil & Gas ETF stock for Q1 2025, down 6.3% quarter-over-quarter.
  • 11 funds opened new First Trust Nasdaq Oil & Gas ETF positions in Q1 2025 and 12 closed out, a net change of -1 holder.
  • The largest First Trust Nasdaq Oil & Gas ETF buyer in Q1 2025 was Royal Bank of Canada, an estimated $1.29M added.
  • The largest First Trust Nasdaq Oil & Gas ETF seller in Q1 2025 was Osaic Holdings, an estimated $4.4M sold.

Based on aggregated 13F filings for Q1 2025.