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First Trust Nasdaq Oil & Gas ETF
FTXN

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: 93 → 90 (-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
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.29M
2
Truist Financial
Truist Financial
North Carolina
+$835K
3
Two Sigma Investments
Two Sigma Investments
New York
+$709K
4
Citigroup
Citigroup
New York
+$666K
5
LPL Financial
LPL Financial
California
+$618K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$4.4M
2
Morgan Stanley
Morgan Stanley
New York
-$2.12M
3
Wells Fargo
Wells Fargo
California
-$1.83M
4
SPC
Sigma Planning Corp
Michigan
-$1.15M
5
MIM
Marshall Investment Management
Colorado
-$902K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.2M -$2.12M -71,092 -11%
LPL Financial
2
LPL Financial
California
$16M +$618K +20,735 +4%
Truist Financial
3
Truist Financial
North Carolina
$4.74M +$835K +28,014 +22%
Wells Fargo
4
Wells Fargo
California
$3.75M -$1.83M -61,492 -33%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.7M -$345K -11,575 -9%
Raymond James Financial
6
Raymond James Financial
Florida
$3.6M -$250K -8,385 -7%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.91M -$4.4M -147,574 -61%
SA
8
SFI Advisors
New Jersey
$2.83M +$548K +18,401 +24%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.79M +$578K +19,407 +27%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.99M +$20.2K +679 +1%
IAIM
11
International Assets Investment Management
Florida
$1.75M -$4.98K -167 -0.3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.55M +$1.29M +43,367 +563%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.47M -$161K -5,402 -10%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$1.37M +$47.8K +1,604 +4%
TCWM
15
Total Clarity Wealth Management
Illinois
$1.24M – – –
PCH
16
PGIM Custom Harvest
New Jersey
$1.23M -$544K -18,241 -31%
QPW
17
Quantum Private Wealth
Florida
$1.15M -$29.8K -1,000 -3%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.03M +$150K +5,037 +17%
PAG
19
Private Advisor Group
New Jersey
$917K -$539K -18,091 -37%
Citadel Advisors
20
Citadel Advisors
Florida
$891K +$178K +5,986 +26%
DC
21
Davenport & Co
Virginia
$870K -$170K -5,699 -17%
KAS
22
Kestra Advisory Services
Texas
$860K -$80.4K -2,699 -9%
Two Sigma Investments
23
Two Sigma Investments
New York
$721K +$709K +23,800 New
Citigroup
24
Citigroup
New York
$677K +$666K +22,367 New
Stifel Financial
25
Stifel Financial
Missouri
$672K -$98.2K -3,296 -13%
1
2 3 4 5

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.