First Trust Nasdaq Food & Beverage ETF
FTXG
78 hedge funds and large institutions have $877M invested in First Trust Nasdaq Food & Beverage ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 3 closing their positions.
600% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 3
48% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 21
30% more funds holding
Funds holding: 60 → 78 (+18)
13% more capital invested
Capital invested by funds: $773M → $877M (+$104M)
0.83% more ownership
Funds ownership: 92.63% → 93.46% (+0.83%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$31.4M |
| 2 |
Morgan Stanley
New York
|
+$7.75M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.29M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$5.25M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$2.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$11M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$9.23M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$2.02M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.54M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBPWM
76
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $2.71K | – | – | – |
|
|
PAG
77
Private Advisor Group
Morristown,
New Jersey
| $937 | -$14.7K | -546 | -2% |
|
78
Fidelity Investments
Boston,
Massachusetts
| $730 | -$18.4K | -683 | -96% |
|
|
OBWG
79
Onyx Bridge Wealth Group
Tarrytown,
New York
| – | -$833K | -32,549 | Closed |
|
|
FHA
80
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$588K | -23,663 | Closed |
|
|
SF
81
Synovus Financial
Columbus,
Georgia
| – | -$312K | -12,588 | Closed |
|
FTXG Hedge Fund Activity: Q4 2022 in Review
78 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Food & Beverage ETF (FTXG) for Q4 2022, worth a combined $877M — up 13% from $773M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FTXG positions and 3 closed out — a net gain of 18 holders — while 31 added to existing stakes and 21 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $31.4M. The largest seller was NewSquare Capital, cutting an estimated $11M.
- 78 institutional investors held First Trust Nasdaq Food & Beverage ETF (FTXG) as of Q4 2022, up from 60 in Q3 2022.
- Funds reported $877M of First Trust Nasdaq Food & Beverage ETF stock for Q4 2022, up 13% quarter-over-quarter.
- 21 funds opened new First Trust Nasdaq Food & Beverage ETF positions in Q4 2022 and 3 closed out, a net change of +18 holders.
- The largest First Trust Nasdaq Food & Beverage ETF buyer in Q4 2022 was First Trust Advisors, an estimated $31.4M added.
- The largest First Trust Nasdaq Food & Beverage ETF seller in Q4 2022 was NewSquare Capital, an estimated $11M sold.
Based on aggregated 13F filings for Q4 2022.