First Trust Nasdaq Food & Beverage ETF
FTXG
53 hedge funds and large institutions have $64.3M invested in First Trust Nasdaq Food & Beverage ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 28 reducing their positions, and 16 closing their positions.
15.26% more ownership
Funds ownership: 70.18% → 85.44% (+15%)
17% less funds holding
Funds holding: 64 → 53 (-11)
35% less capital invested
Capital invested by funds: $98.9M → $64.3M (-$34.7M)
64% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 28
69% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.05M |
| 2 |
GS
GTS Securities
New York
|
+$1.34M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$737K |
| 4 |
CRI
Commonwealth Retirement Investments
Richmond,
Virginia
|
+$277K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$142K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$7.89M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$7.56M |
| 3 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
-$5.77M |
| 4 |
Goldman Sachs
New York
|
-$4.85M |
| 5 |
Jane Street
New York
|
-$2.42M |
FTXG Hedge Fund Activity: Q4 2023 in Review
53 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Food & Beverage ETF (FTXG) for Q4 2023, worth a combined $64.3M — down 35% from $98.9M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of FTXG and 5 opened new positions — a net loss of 11 holders — while 28 trimmed existing stakes and 10 added.
The largest buyer was Morgan Stanley, adding an estimated $8.05M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $7.89M.
- 53 institutional investors held First Trust Nasdaq Food & Beverage ETF (FTXG) as of Q4 2023, down from 64 in Q3 2023.
- Funds reported $64.3M of First Trust Nasdaq Food & Beverage ETF stock for Q4 2023, down 35% quarter-over-quarter.
- 5 funds opened new First Trust Nasdaq Food & Beverage ETF positions in Q4 2023 and 16 closed out, a net change of -11 holders.
- The largest First Trust Nasdaq Food & Beverage ETF buyer in Q4 2023 was Morgan Stanley, an estimated $8.05M added.
- The largest First Trust Nasdaq Food & Beverage ETF seller in Q4 2023 was Carson Wealth (CWM LLC), an estimated $7.89M sold.
Based on aggregated 13F filings for Q4 2023.