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First Trust Nasdaq Oil & Gas ETF

80 hedge funds and large institutions have $124M invested in First Trust Nasdaq Oil & Gas ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more capital invested

Capital invested by funds: $58.2M → $124M (+$65.6M)

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

15.91% more ownership

Funds ownership: 57.93%73.84% (+16%)

4% more funds holding

Funds holding: 7780 (+3)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
24
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.4M +$7.74M +232,292 +49%
Wells Fargo
2
Wells Fargo
California
$24.1M +$17.7M +531,404 +571%
LPL Financial
3
LPL Financial
California
$11.8M +$2.25M +67,522 +28%
NC
4
NewSquare Capital
Pennsylvania
$7.95M +$6.86M +206,005 New
Raymond James Financial
5
Raymond James Financial
Florida
$4.59M +$1.24M +37,370 +46%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$3.86M +$3.33M +100,000 New
Truist Financial
7
Truist Financial
North Carolina
$3.77M -$748K -22,453 -19%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.21M -$835K -25,086 -23%
WWA
9
WCG Wealth Advisors
Nevada
$2.77M +$2.5K +75 +0.1%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.74M -$4.76M -143,021 -67%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.28M -$161K -4,840 -8%
IAA
12
Independent Advisor Alliance
North Carolina
$1.99M +$1.72M +51,595 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.91M -$54.9K -1,647 -3%
SA
14
SFI Advisors
New Jersey
$1.76M -$763K -22,899 -33%
LFAS
15
Level Four Advisory Services
Texas
$1.39M +$1.2M +36,035 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.38M -$109K -3,259 -8%
IAIM
17
International Assets Investment Management
Florida
$1.33M +$400 +12 +0%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.21M +$473K +14,214 +83%
BEI
19
Benjamin Edwards Inc
Missouri
$1.19M +$1.03M +30,920 New
NP
20
Nilsine Partners
Colorado
$1.16M +$1.07M +32,061 New
OC
21
Oppenheimer & Co
New York
$1.14M +$980K +29,426 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.08M +$655K +19,656 +240%
KAS
23
Kestra Advisory Services
Texas
$979K +$67.6K +2,030 +9%
QCM
24
Quantinno Capital Management
New York
$896K -$26.6K -800 -3%
Stifel Financial
25
Stifel Financial
Missouri
$847K +$395K +11,863 +118%

FTXN Hedge Fund Activity: Q1 2026 in Review

80 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Oil & Gas ETF (FTXN) for Q1 2026, worth a combined $124M — up 113% from $58.2M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FTXN positions and 9 closed out — a net gain of 6 holders — while 24 added to existing stakes and 24 trimmed.

The largest buyer was Wells Fargo, adding an estimated $17.7M. The largest seller was Osaic Holdings, cutting an estimated $4.76M.

  • 80 institutional investors held First Trust Nasdaq Oil & Gas ETF (FTXN) as of Q1 2026, up from 77 in Q4 2025.
  • Funds reported $124M of First Trust Nasdaq Oil & Gas ETF stock for Q1 2026, up 113% quarter-over-quarter.
  • 15 funds opened new First Trust Nasdaq Oil & Gas ETF positions in Q1 2026 and 9 closed out, a net change of +6 holders.
  • The largest First Trust Nasdaq Oil & Gas ETF buyer in Q1 2026 was Wells Fargo, an estimated $17.7M added.
  • The largest First Trust Nasdaq Oil & Gas ETF seller in Q1 2026 was Osaic Holdings, an estimated $4.76M sold.

Based on aggregated 13F filings for Q1 2026.