First Trust Nasdaq Lux Digital Health Solutions ETF
7 hedge funds and large institutions have $4.91M invested in First Trust Nasdaq Lux Digital Health Solutions ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
74% more capital invested
Capital invested by funds: $2.83M → $4.91M (+$2.09M)
51.19% more ownership
Funds ownership: 103.77% → 154.96% (+51%)
40% more funds holding
Funds holding: 5 → 7 (+2)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
+$34.7K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.58K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Peterson Wealth Management
Sparks,
Nevada
|
-$594K |
| 2 |
Jane Street
New York
|
-$66.4K |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$6.48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WWM
1
Western Wealth Management
Golden,
Colorado
| $1.89M | -$6.48K | -411 | -2% |
|
|
KFA
2
Kapstone Financial Advisors
Lebanon,
Ohio
| $1.78M | +$373K | +23,656 | New |
|
|
SAG
3
SageView Advisory Group
Newport Beach,
California
| $672K | +$142K | +8,970 | New |
|
|
4
Jane Street
New York
| $278K | -$66.4K | -4,212 | -19% |
|
|
DWM
5
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $271K | +$34.7K | +2,200 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $15.9K | +$1.58K | +100 | +11% |
|
|
AAP
7
Arax Advisory Partners
Denver,
Colorado
| $1.99K | – | – | – |
|
|
PWM
8
Peterson Wealth Management
Sparks,
Nevada
| – | -$594K | -4,709 | Closed |
|
EKG Hedge Fund Activity: Q4 2022 in Review
7 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) for Q4 2022, worth a combined $4.91M — up 74% from $2.83M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EKG positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Dakota Wealth Management, opening a new position worth an estimated $34.7K. The largest seller was Peterson Wealth Management, exiting entirely with an estimated $594K sold.
- 7 institutional investors held First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) as of Q4 2022, up from 5 in Q3 2022.
- Funds reported $4.91M of First Trust Nasdaq Lux Digital Health Solutions ETF stock for Q4 2022, up 74% quarter-over-quarter.
- 3 funds opened new First Trust Nasdaq Lux Digital Health Solutions ETF positions in Q4 2022 and 1 closed out, a net change of +2 holders.
- The largest First Trust Nasdaq Lux Digital Health Solutions ETF buyer in Q4 2022 was Dakota Wealth Management, an estimated $34.7K added.
- The largest First Trust Nasdaq Lux Digital Health Solutions ETF seller in Q4 2022 was Peterson Wealth Management, an estimated $594K sold.
Based on aggregated 13F filings for Q4 2022.