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First Trust Nasdaq Oil & Gas ETF
FTXN

93 hedge funds and large institutions have $94.4M invested in First Trust Nasdaq Oil & Gas ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

15% more funds holding

Funds holding: 81 → 93 (+12)

4% less capital invested

Capital invested by funds: $98.8M → $94.4M (-$4.33M)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

68.17% less ownership

Funds ownership: 128.29% → 60.12% (-68%)

Holders
93
Holders Change
+12
Holders Change %
+14.81%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
25
Reduced
34
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.79M
2
SPC
Sigma Planning Corp
Michigan
+$1.21M
3
PCH
PGIM Custom Harvest
New Jersey
+$1.08M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$964K
5
IAA
Independent Advisor Alliance
North Carolina
+$588K

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$124M
2
Morgan Stanley
Morgan Stanley
New York
-$6.98M
3
Bank of America
Bank of America
North Carolina
-$1.97M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.15M
5
Stifel Financial
Stifel Financial
Missouri
-$1,000K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.3M -$6.98M -232,144 -27%
LPL Financial
2
LPL Financial
California
$14.6M +$1.79M +59,471 +13%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.01M -$1.15M -38,100 -14%
Wells Fargo
4
Wells Fargo
California
$5.33M -$411K -13,662 -7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.84M +$964K +32,029 +32%
Truist Financial
6
Truist Financial
North Carolina
$3.69M +$108K +3,578 +3%
Raymond James Financial
7
Raymond James Financial
Florida
$3.65M +$3.82M +127,116 New
SA
8
SFI Advisors
New Jersey
$2.16M -$502K -16,695 -18%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.09M +$9.42K +313 +0.4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.87M -$301K -10,015 -13%
IAIM
11
International Assets Investment Management
Florida
$1.7M -$124M -4,105,652 -99%
PCH
12
PGIM Custom Harvest
New Jersey
$1.69M +$1.08M +35,990 +157%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.55M +$406K +13,480 +33%
PAG
14
Private Advisor Group
New Jersey
$1.39M -$304K -10,113 -17%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$1.26M +$83.3K +2,767 +7%
TCWM
16
Total Clarity Wealth Management
Illinois
$1.24M +$428K +14,235 +49%
SPC
17
Sigma Planning Corp
Michigan
$1.15M +$1.21M +40,084 New
QPW
18
Quantum Private Wealth
Florida
$1.12M -$220K -7,309 -16%
MIM
19
Marshall Investment Management
Colorado
$1.04M +$1.08M +35,771 New
DC
20
Davenport & Co
Virginia
$990K -$3.61K -120 -0.3%
HIS
21
Harvest Investment Services
Illinois
$896K -$63.8K -2,121 -6%
KAS
22
Kestra Advisory Services
Texas
$894K +$143K +4,762 +18%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$829K +$575K +19,096 +196%
DADC
24
D.A. Davidson & Co
Montana
$801K +$4.48K +149 +0.5%
Stifel Financial
25
Stifel Financial
Missouri
$733K -$1,000K -33,227 -57%
1
2 3 4

FTXN Hedge Fund Activity: Q4 2024 in Review

93 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Oil & Gas ETF (FTXN) for Q4 2024, worth a combined $94.4M — down 4.4% from $98.8M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FTXN positions and 4 closed out — a net gain of 14 holders — while 25 added to existing stakes and 34 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.79M. The largest seller was International Assets Investment Management, cutting an estimated $124M.

  • 93 institutional investors held First Trust Nasdaq Oil & Gas ETF (FTXN) as of Q4 2024, up from 81 in Q3 2024.
  • Funds reported $94.4M of First Trust Nasdaq Oil & Gas ETF stock for Q4 2024, down 4.4% quarter-over-quarter.
  • 18 funds opened new First Trust Nasdaq Oil & Gas ETF positions in Q4 2024 and 4 closed out, a net change of +14 holders.
  • The largest First Trust Nasdaq Oil & Gas ETF buyer in Q4 2024 was LPL Financial, an estimated $1.79M added.
  • The largest First Trust Nasdaq Oil & Gas ETF seller in Q4 2024 was International Assets Investment Management, an estimated $124M sold.

Based on aggregated 13F filings for Q4 2024.