First Trust Nasdaq Lux Digital Health Solutions ETF
4 hedge funds and large institutions have $9.13M invested in First Trust Nasdaq Lux Digital Health Solutions ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
2,819% more capital invested
Capital invested by funds: $313K → $9.13M (+$8.81M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more funds holding
Funds holding: 2 → 4 (+2)
86.32% more ownership
Funds ownership: 11.33% → 97.64% (+86%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Chevy Chase Trust
Bethesda,
Maryland
|
+$4.61M |
| 2 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$322K |
| 3 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$155K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
-$255K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Chevy Chase Trust
Bethesda,
Maryland
| $5.29M | +$4.61M | +332,099 | New |
|
|
WWM
2
Western Wealth Management
Golden,
Colorado
| $1.99M | +$322K | +23,203 | New |
|
|
TWM
3
Trueblood Wealth Management
Lima,
Ohio
| $1.6M | +$278K | +20,020 | New |
|
|
AAP
4
Arax Advisory Partners
Denver,
Colorado
| $243K | +$155K | +11,187 | +275% |
|
|
DWM
5
Dakota Wealth Management
Palm Beach Gardens,
Florida
| – | -$255K | -1,600 | Closed |
|
EKG Hedge Fund Activity: Q4 2023 in Review
4 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) for Q4 2023, worth a combined $9.13M — up 2,819% from $313K 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 0 trimmed.
The largest buyer was Chevy Chase Trust, opening a new position worth an estimated $4.61M. The largest seller was Dakota Wealth Management, exiting entirely with an estimated $255K sold.
- 4 institutional investors held First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) as of Q4 2023, up from 2 in Q3 2023.
- Funds reported $9.13M of First Trust Nasdaq Lux Digital Health Solutions ETF stock for Q4 2023, up 2,819% quarter-over-quarter.
- 3 funds opened new First Trust Nasdaq Lux Digital Health Solutions ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest First Trust Nasdaq Lux Digital Health Solutions ETF buyer in Q4 2023 was Chevy Chase Trust, an estimated $4.61M added.
- The largest First Trust Nasdaq Lux Digital Health Solutions ETF seller in Q4 2023 was Dakota Wealth Management, an estimated $255K sold.
Based on aggregated 13F filings for Q4 2023.