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FTXG

FTXG 13F Holdings Overview

First Trust Nasdaq Food & Be

+$5.8M

Net Activity

Institutions Holding

26

Popularity Rank

#7631

Avg Weight

0.07%

Total Value

$9.4M

Ownership Trend

26 institutions currently hold FTXG, with 12 net buyers and 13 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

13

Net Buying Institutions

12

Key Holders

Key Holders

Top 5 by Value

JA
Journey Advisory Group, LLC
$2.6M
CP
Clear Point Advisors Inc.
$1.4M
IW
IHT Wealth Management, LLC
$1.3M
RJ
Raymond James Financial INC
$708.8K
WA
Wakefield Asset Management LLLP
$708.3K

Top 5 by Conviction

CP
Clear Point Advisors Inc.
1.12%
FE
Fulcrum Equity Management
0.24%
JA
Journey Advisory Group, LLC
0.22%
WA
Wakefield Asset Management LLLP
0.19%
IW
IHT Wealth Management, LLC
0.03%
View all 26 holding institutions

Across its top 20 institutional holders, FTXG's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 28/100).

Quarterly Activity

Recent Activity

+$7.7M

Total Buy Value

$2.3M

Total Sell Value

New buy9
Trim9
Add3
Sold out4

12

Net Buyers

13

Net Sellers

Smart Money Convergence

FTXG does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

33738R852

FAQ

Who are the top institutional investors holding FIRST TRUST NASDAQ FOOD & BE (FTXG)?
Major stakeholders currently include Journey Advisory Group, LLC ($2.6M), Clear Point Advisors Inc. ($1.4M), IHT Wealth Management, LLC ($1.3M). Based on the latest 13F filings, there are a total of 26 tracked investment funds and institutions maintaining positions in FTXG.
What is the overall institutional sentiment toward FTXG recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $5.8M, driven by 12 managers accumulating shares while 13 reduced their exposure.
Which institutions have been selling or reducing their FTXG positions?
In the latest period, 9 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $2.3M.
Are there any notable investors adding FTXG to their portfolios?
Yes, buying activity remains notable. 9 institutions opened new positions in {ticker}, and 3 existing holders added to their shares. The total reported buy value for the quarter amounted to $7.7M.

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