FTXG icon

First Trust Nasdaq Food & Beverage ETF
FTXG

Overview Fund Activity

81 hedge funds and large institutions have $918M invested in First Trust Nasdaq Food & Beverage ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
37
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$672M
2
Wells Fargo
2
Wells Fargo
California
$30.2M
3
CWP
3
Cyndeo Wealth Partners
Florida
$5.57M
4
NP
4
Nilsine Partners
Colorado
$3.36M
5
NA
5
NewEdge Advisors
Louisiana
$14.1M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$0
2
TF
2
Theory Financial
Colorado
$0
3
IAIM
3
International Assets Investment Management
Florida
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$539K
5
GIA
5
Gladstone Institutional Advisory
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$672M 25,008,615 +1,075,744 +4%
Morgan Stanley
2
Morgan Stanley
New York
$46.1M 1,713,909 -3,694 -0.2%
Wells Fargo
3
Wells Fargo
California
$30.2M 1,123,727 +436,597 +64%
ODG
4
O'Dell Group
Ohio
$16.1M 599,773 +55,618 +10%
NA
5
NewEdge Advisors
Louisiana
$14.1M 524,926 +96,182 +22%
LPL Financial
6
LPL Financial
California
$11.7M 436,782 -34,484 -7%
ASN
7
Advisory Services Network
Georgia
$11M 408,135 +48,235 +13%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$10.6M 393,917 +11,310 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$10.5M 389,087 +1,572 +0.4%
Truist Financial
10
Truist Financial
North Carolina
$8.67M 322,641 +14,629 +5%
WWA
11
WCG Wealth Advisors
Nevada
$8.15M 303,193 +24,399 +9%
RJA
12
Raymond James & Associates
Florida
$7.38M 274,598 -24,281 -8%
CWP
13
Cyndeo Wealth Partners
Florida
$5.57M 207,219 +207,219 New
NC
14
NewSquare Capital
Pennsylvania
$5.55M 206,321 -6,290 -3%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$5.53M 205,915 +13,955 +7%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$4.08M 151,724 +7,337 +5%
MWM
17
MinichMacGregor Wealth Management
New York
$4.02M 149,510 -13,732 -8%
Stifel Financial
18
Stifel Financial
Missouri
$3.66M 136,069 -36,510 -21%
NP
19
Nilsine Partners
Colorado
$3.36M 124,862 +124,862 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$3.27M 121,510 +89,643 +281%
Millennium Management
21
Millennium Management
New York
$2.43M 90,274 +90,274 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.16M 80,307 -4,036 -5%
GA
23
Gateway Advisory
New Jersey
$1.95M 72,405 +7,959 +12%
DWMG
24
DB Wealth Management Group
California
$1.52M 56,572 -2,593 -4%
DC
25
Davenport & Co
Virginia
$1.48M 55,062 +33,300 +153%
1
2 3 4