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First Trust Nasdaq Oil & Gas ETF

77 hedge funds and large institutions have $58.2M invested in First Trust Nasdaq Oil & Gas ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

3% more funds holding

Funds holding: 7577 (+2)

1.11% more ownership

Funds ownership: 56.82%57.93% (+1.1%)

13% less capital invested

Capital invested by funds: $67.1M → $58.2M (-$8.89M)

38% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 29

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
18
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.3M -$841K -30,107 -6%
LPL Financial
2
LPL Financial
California
$6.67M -$3.48M -124,474 -34%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.98M -$1.01M -36,116 -14%
Truist Financial
4
Truist Financial
North Carolina
$3.35M -$41.9K -1,502 -1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.02M -$581K -20,789 -16%
Wells Fargo
6
Wells Fargo
California
$2.6M -$510K -18,263 -16%
Raymond James Financial
7
Raymond James Financial
Florida
$2.28M -$300K -10,732 -12%
WWA
8
WCG Wealth Advisors
Nevada
$2M +$2M +71,703 New
SA
9
SFI Advisors
New Jersey
$1.91M -$564K -20,212 -23%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.78M -$170K -6,082 -9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.43M -$291K -10,424 -17%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$1.09M -$154K -5,506 -12%
IAIM
13
International Assets Investment Management
Florida
$994K -$563K -20,155 -36%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$990K +$135K +4,831 +16%
QCM
15
Quantinno Capital Management
New York
$671K
KAS
16
Kestra Advisory Services
Texas
$652K -$35.8K -1,283 -5%
Citadel Advisors
17
Citadel Advisors
Florida
$607K +$242K +8,651 +66%
Goldman Sachs
18
Goldman Sachs
New York
$527K +$116K +4,162 +28%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$480K -$20.9K -750 -4%
Bank Julius Baer & Co
20
Bank Julius Baer & Co
Switzerland
$471K +$471K +16,864 New
PCH
21
PGIM Custom Harvest
New Jersey
$448K +$112 +4 +0%
MML Investors Services
22
MML Investors Services
Massachusetts
$394K +$18.7K +669 +5%
SWP
23
Stratos Wealth Partners
Ohio
$387K +$614 +22 +0.2%
SF
24
Summit Financial
New Jersey
$376K -$84.5K -3,025 -18%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$327K -$46.6K -1,668 -12%

FTXN Hedge Fund Activity: Q4 2025 in Review

77 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Oil & Gas ETF (FTXN) for Q4 2025, worth a combined $58.2M — down 13% from $67.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FTXN positions and 10 closed out — a net gain of 2 holders — while 18 added to existing stakes and 29 trimmed.

The largest buyer was WCG Wealth Advisors, opening a new position worth an estimated $2M. The largest seller was LPL Financial, cutting an estimated $3.48M.

  • 77 institutional investors held First Trust Nasdaq Oil & Gas ETF (FTXN) as of Q4 2025, up from 75 in Q3 2025.
  • Funds reported $58.2M of First Trust Nasdaq Oil & Gas ETF stock for Q4 2025, down 13% quarter-over-quarter.
  • 12 funds opened new First Trust Nasdaq Oil & Gas ETF positions in Q4 2025 and 10 closed out, a net change of +2 holders.
  • The largest First Trust Nasdaq Oil & Gas ETF buyer in Q4 2025 was WCG Wealth Advisors, an estimated $2M added.
  • The largest First Trust Nasdaq Oil & Gas ETF seller in Q4 2025 was LPL Financial, an estimated $3.48M sold.

Based on aggregated 13F filings for Q4 2025.