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First Trust Nasdaq Oil & Gas ETF

77 hedge funds and large institutions have $71.8M invested in First Trust Nasdaq Oil & Gas ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more ownership

Funds ownership: 56.23%59.23% (+3%)

14% less funds holding

Funds holding: 9077 (-13)

19% less capital invested

Capital invested by funds: $88.5M → $71.8M (-$16.7M)

47% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 34

72% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 18

Holders
77
Holders Change
-13
Holders Change %
-14.44%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
34
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.7M -$660K -24,679 -4%
LPL Financial
2
LPL Financial
California
$13.4M -$977K -36,514 -7%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.68M +$3.99M +149,042 +155%
Truist Financial
4
Truist Financial
North Carolina
$3.79M -$455K -17,027 -11%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.54M +$214K +8,002 +7%
Wells Fargo
6
Wells Fargo
California
$3.04M -$322K -12,040 -10%
Raymond James Financial
7
Raymond James Financial
Florida
$2.86M -$362K -13,545 -11%
SA
8
SFI Advisors
New Jersey
$2.45M -$96.6K -3,613 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.35M -$155K -5,813 -6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.71M -$75K -2,804 -4%
IAIM
11
International Assets Investment Management
Florida
$1.52M -$57.1K -2,134 -4%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$1.22M -$15.1K -565 -1%
Citadel Advisors
13
Citadel Advisors
Florida
$949K +$145K +5,431 +18%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$829K -$551K -20,609 -40%
KAS
15
Kestra Advisory Services
Texas
$826K +$52.8K +1,974 +7%
QPW
16
Quantum Private Wealth
Florida
$789K -$241K -9,005 -24%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$646K -$660K -24,663 -51%
QCM
18
Quantinno Capital Management
New York
$632K +$99.4K +3,715 +19%
DC
19
Davenport & Co
Virginia
$589K -$190K -7,100 -25%
SPC
20
Sigma Planning Corp
Michigan
$556K +$546K +20,426 New
Goldman Sachs
21
Goldman Sachs
New York
$516K +$78.9K +2,950 +18%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$471K -$443K -16,565 -49%
PCH
23
PGIM Custom Harvest
New Jersey
$458K -$637K -23,825 -59%
MML Investors Services
24
MML Investors Services
Massachusetts
$437K +$16.5K +618 +4%
HIS
25
Harvest Investment Services
Illinois
$423K +$4.28K +160 +1%

FTXN Hedge Fund Activity: Q2 2025 in Review

77 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Oil & Gas ETF (FTXN) for Q2 2025, worth a combined $71.8M — down 19% from $88.5M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FTXN and 5 opened new positions — a net loss of 13 holders — while 34 trimmed existing stakes and 18 added.

The largest buyer was Osaic Holdings, adding an estimated $3.99M. The largest seller was Total Clarity Wealth Management, exiting entirely with an estimated $1.24M sold.

  • 77 institutional investors held First Trust Nasdaq Oil & Gas ETF (FTXN) as of Q2 2025, down from 90 in Q1 2025.
  • Funds reported $71.8M of First Trust Nasdaq Oil & Gas ETF stock for Q2 2025, down 19% quarter-over-quarter.
  • 5 funds opened new First Trust Nasdaq Oil & Gas ETF positions in Q2 2025 and 18 closed out, a net change of -13 holders.
  • The largest First Trust Nasdaq Oil & Gas ETF buyer in Q2 2025 was Osaic Holdings, an estimated $3.99M added.
  • The largest First Trust Nasdaq Oil & Gas ETF seller in Q2 2025 was Total Clarity Wealth Management, an estimated $1.24M sold.

Based on aggregated 13F filings for Q2 2025.