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First Trust Nasdaq Food & Beverage ETF
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Overview Fund Activity

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.

Holders
78
Holders Change
+18
Holders Change %
+30%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
31
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$647M
2
Morgan Stanley
2
Morgan Stanley
New York
$46.5M
3
Wells Fargo
3
Wells Fargo
California
$18.6M
4
IWM
4
IHT Wealth Management
Illinois
$5.29M
5
TF
5
Theory Financial
Colorado
$3.29M

Top Sellers

1
NC
1
NewSquare Capital
Pennsylvania
$5.75M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$3.91M
3
FAIM
3
Financial Advocates Investment Management
Washington
$823K
4
LPL Financial
4
LPL Financial
California
$12.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$647M 23,932,871 +1,169,976 +5%
Morgan Stanley
2
Morgan Stanley
New York
$46.5M 1,717,603 +288,264 +20%
Wells Fargo
3
Wells Fargo
California
$18.6M 687,130 +234,225 +52%
ODG
4
O'Dell Group
Ohio
$14.7M 544,155 -17,643 -3%
LPL Financial
5
LPL Financial
California
$12.7M 471,266 -57,324 -11%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$10.5M 387,515 -52,343 -12%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$10.4M 382,607 +42,353 +12%
ASN
8
Advisory Services Network
Georgia
$9.74M 359,900 +8,846 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.35M 308,572 +25,315 +9%
Truist Financial
10
Truist Financial
North Carolina
$8.33M 308,012 -46,513 -13%
RJA
11
Raymond James & Associates
Florida
$8.08M 298,879 -19,331 -6%
WWA
12
WCG Wealth Advisors
Nevada
$7.54M 278,794 +19,595 +8%
NC
13
NewSquare Capital
Pennsylvania
$5.75M 212,611 -407,824 -66%
IWM
14
IHT Wealth Management
Illinois
$5.29M 195,512 +195,512 New
Baird Financial Group
15
Baird Financial Group
Wisconsin
$5.19M 191,960 +998 +0.5%
Stifel Financial
16
Stifel Financial
Missouri
$4.67M 172,579 +78,574 +84%
MWM
17
MinichMacGregor Wealth Management
New York
$4.42M 163,242 -4,695 -3%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$3.91M 144,387 -343,427 -70%
TF
19
Theory Financial
Colorado
$3.29M 121,620 +121,620 New
IAIM
20
International Assets Investment Management
Florida
$3.01M 106,425 +106,425 New
NA
21
NewEdge Advisors
Louisiana
$2.48M 428,744 +87,902 +26%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.28M 84,343 -18,370 -18%
Goldman Sachs
23
Goldman Sachs
New York
$2.08M 76,902 +76,902 New
GA
24
Gateway Advisory
New Jersey
$1.74M 64,446 +64,446 New
TFA
25
Transamerica Financial Advisors
Florida
$1.68M 62,136 -35,610 -36%
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